Loans, insurance coverage, social services benefits, and other business services and
processes often require specific types of supporting documentation from customers or applicants.
Create document checklist items for commonly required documents.
Required Editions
Available in: Lightning Experience
Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial
Services Cloud, Health Cloud, Insurance, Manufacturing Cloud, Media Cloud, Net Zero Cloud,
Nonprofit Cloud, Public Sector Solutions, and Rebate Management
Create a Document Checklist Item To encourage your customers to provide required documents, create document checklist items that help manage file uploads and approvals.
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