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:
• Step 2: Search for the client’s name.
• Step 3:  Click on the “Send Checklist” to finish.

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.