Checklists

Checklists are specialized document searches that define an expected set of document types within the system. They streamline process management, such as employee onboarding, by enabling users to:

- Select a specific document classification

- Apply additional filters (for example, employee name)

- Specify the required document types

- Monitor the completion status of each document

The documentation offers a comprehensive, step-by-step guide for creating a checklist, which includes:

- Selecting the document classification

- Applying relevant filters

- Configuring the checklist

- Adding the specific document types

- Saving the checklist for future use

Within the interface, users can toggle “Show All” off to display only missing items, or toggle it on to view all items, including those already present in the system.