Add Documents to Checklists
Checklists help determine which document types are uploaded for a project or which are still needed.
Checklists are found in the left-hand menu alongside saved searches. Users can update search criteria to filter checklists.
Documents can be added by browsing or drag-and-drop.
The "Document Indexing Window" allows modifying index fields before upload.
Users can choose to add a new document or a new version of an existing document.
Notable Quote: "Checklists are an easy way to determine which document types are uploaded for a particular project or to determine which document types are still needed."
The page provides a detailed walkthrough of adding documents to checklists with specific examples focused on an onboarding process.