You can request multiple documents from Clients or assign a task to them using this tool. Only available, if this feature has been enabled on your platform.
Step 1: Go to the Checklist tab.
- To access this tool, click on the tab “Checklist” located on the main menu on the left.
Step 2: On the top right ribbon, Under Actions, click on "Create A Checklist".
- You will be redirected to a new page form titled "New Checklist Template".
Step 3: Complete all the fields under "New Checklist Template".
- Add a Checklist Title.
- Click on the Checklist Documents Upload Location box. A pop-up window will appear where you can select the folder/sub-folder where you want all the documents to be saved. After choosing, click on Select Folder.
- Under "Checklist Description", add a description of the checklist so that your client knows the reason for the checklist or any other valuable information.
- Under Items, you can add the Document Name as well as the Task and its description.
- Click on “+ Add more” to add more new documents or new tasks to the checklist.
Step 4: Click on "Save Checklist Template" in the top-right corner.
- The new checklist name and its description will appear in the Checklists.
From the Client List
Step 1: On the top-right ribbon, under Actions, click on the button “Create a Checklist”. 
Step 2: Complete all the fields under "New Checklist Template".
- Add a Checklist Title.
- Click on the Checklist Documents Upload Location box. A pop-up window will appear where you can select the folder/sub-folder where you want all the documents to be saved. After choosing, click on Select Folder.
- Under "Checklist Description", add a description of the checklist so that your client knows the reason for the checklist or any other valuable information.
- Under Items, you can add the Document Name as well as the Task and its description.
- Click on “+ Add more” to add more new documents or new tasks to the checklist.
Step 3: Click on "Save Checklist Template" in the top-right corner.
- The new checklist name and its description will appear in the Checklists.