Creating A Document Checklist

Checklists are a way to create a centralized template for requesting multiple documents. Only users with Document Admin capability can create Checklists for company-wide use. To learn more about modular admin capabilities, please see our full help article, here.

Create a Checklist

1. Navigate to the Document Admin Module, Checklists Screen, and click on the Create New Checklist button, as shown below.

2. In the Create New Checklist Window, fill in the information fields. You can also click on the +Add Document link to add more documents to the checklist. Once done, click on Save to confirm.

3. Click on the respective icons to Edit or Delete your checklists under the Actions column, as shown below.