Edit document checklist

Use this screen to review, change, or delete a document checklist. Before saving, confirm the change will not affect other system flows.

Use this screen to review, change, or delete a document checklist. Before saving, confirm the change will not affect other system flows.

When to use

Use this screen to review, change, or delete a document checklist. Before saving, confirm the change will not affect other system flows.

How to edit document checklist

1. Open the item from the list, search, or detail link.
2. Review the current data before changing it.
3. Update only the fields that need changes.
4. Save and confirm that the update looks correct.

How to delete document checklist

When a delete action is available, use it only after confirming the item is no longer needed. The system may ask for confirmation before removing the record.

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.
• Delete: remove the selected item, usually after confirmation.
• Go back: return to the previous screen without continuing the edit.