This article explains how to Create document checklist items in Salesforce financial cloud for commonly required documents.
Click Financial Services Cloud | Financial Services Cloud Administrator Guide | Salesforce Developers to learn about Salesforce financial cloud.
- Create a Document Checklist Item
- Open the record that you want to create a document checklist item for.
- Select Document Checklist Items from the Related lists.
- Under Related, click the dropdown list to the right of Document Checklist Items.
- Click New
- Enter a name for the required document.
- If you have defined document types, select the appropriate document type.
- Under File Pertains To, specify the contact or user that the associated file relates to.
- Click Save
- Upload a File to a Document Checklist Item
- Open the record with the document checklist item you want to upload a file to.
- Under Document Checklist Items, click the arrow to the right of the document checklist item you want to upload a file to and select Upload File.
- Select the file to upload and click Open.
- Upload a New Version of a Document Checklist Item File
- Open the record with the document checklist item you want to upload the new file version to.
- Under Document Checklist Items, click the arrow to the right of the document checklist item you want to upload a file to and select Upload New Version.
- Refresh your screen if Upload New Version doesn’t appear in the drop-down list.
- Select the file to upload and click Open.
- If desired, enter what’s changed between the old version of the file and the new version, and click Upload.
- Upload File to Document Checklist Item in Communities
- Click your profile picture and select My Account.
- Under Document Checklist Items, click the arrow to the right of the document checklist item you want to upload a file to and select Upload File.
- Select the file to upload and click Open.
- If desired, enter what’s changed between the old version of the file and the new version, and click Upload.
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