I have installed the Action plan application in my developer org, I need to add Document checklist items in the action plan and track document uploads.
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@Deeveyesh Padalia Hi, I also am trying to add a document checklist to actions plan in Financial Services Cloud but it does not seem to be available? The Document checklist appears, but there is no "New" button or ability to create a document checklist from the action plan. Did you find a solution to this?
