Document checklists

Use this screen to view, filter, create, edit, or delete document checklists. It is the starting point for managing these records.

Use this screen to view, filter, create, edit, or delete document checklists. It is the starting point for managing these records.

When to use

Use this screen to view, filter, create, edit, or delete document checklists. It is the starting point for managing these records.

Main tasks

• Find document checklists using search, filters, or sorting available on the screen.
• Create a document checklist with the new-record action when it is available.
• Edit a document checklist by opening it from the list and changing its data on the edit screen.
• Delete a document checklist from the selected item action and confirm only when you are sure.

Search and filters

• Search: Enter part of a name, phone number, email, or related term to narrow the list.
• Status: Select the current state or use the field to filter results.

Available actions

• Create: start a new record.
• Delete: remove the selected item, usually after confirmation.
• Edit: open the selected item for changes.
• Clear filters: clear filters, search, or current selection.
• Search: search using the current filters.