Create document checklist

Use this screen to create a document checklist. It brings together the fields needed to configure the item before saving.

Use this screen to create a document checklist. It brings together the fields needed to configure the item before saving.

When to use

Use this screen to create a document checklist. It brings together the fields needed to configure the item before saving.

How to create document checklist

1. Open Create document checklist from the product menu.
2. Fill the required fields and review information that affects other users.
3. Use Save to create the record.
4. After saving, return to the list to confirm that the item appears correctly.

Important fields

• Name: Use a clear name that is easy to recognize in lists and searches.
• Checklist items: Select the checklist used to review or validate the item.
• Status: Select the current state or use the field to filter results.

Available actions

• Save: save the information entered.
• Go back: return to the previous screen without continuing the edit.