How to assign a checklist to your clients?

Modified on: Sat, 7 Nov, 2020 at 12:21 AM

You can assign checklists to a single as well as multiple clients by following the next few steps:

Step 1: Select the checklist you want to assign. You can:

  • Click on the button “Assign a Checklist” located on the top-left menu or, 
  • Right-click on the name of the checklist and click on the option “Assign Checklist” from the menu or, 
  • In the Client List area, click on the “Action” button and select the option “Assign Checklist”.

Step 2: Search for the client’s name.

  • Double-check that the name of the checklist is displayed on the template list.
  • If necessary, you can add any internal notes to this checklist.
  • If a document doesn’t apply to your client, you can unselect any document from the template. 

Step 3:  Click on the “Send Checklist” to finish.

Attention! “Notes” is a section only displayed on your Portal and available for Administrators and Representatives. Your Client or Trusted Advisors won’t see this area.

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