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.

From the Checklist tab

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.