In Financial Services Cloud Multiple Features are coming and One Best Features is
Document Tracking and Approvals (Generally Available)
Streamline customer engagements by tracking documents and approvals for use cases like mortgage applications. Enable your customers to upload files and see the status of each document.
To learn more about the newest innovations from Financial Services Cloud,
visit
salesforce.com/campaign/releases/winter-20/industries/
https://www.youtube.com/watch?v=XzKYepEEf8k
Financial Services Cloud is available in Lightning Experience.
Available in: Professional, Enterprise, and Unlimited editions.
A document type defines commonly required documentation for completing a business process. Create a document checklist item for each file required from a customer. A customer or user then uploads a relevant file for the document checklist item, and the files are tracked through an approval process....