The Checklists hyperlink in the Application Administration | Firms & Vendors sidebar allows site administrators and super users to modify or establish checklist questions for various types of matter records. These checklist questions are for in-house personnel, but separate checklists can be set  for outside counsel in the Matter Maintenance Checklists section.

From the drop-down list, select the type of matter for which you wish to edit or create checklist questions. A list of existing questions appears along with a blank text box for entering new questions.

Note: If no questions exist for that matter type, you only see the "Add New Question" text box.

• To modify an existing question, click the  icon and enter the new text or appearance order.
• Change the order of appearance in the list by changing the number in the "Appear Order" text box.
• To add a new question, enter the question in the "Add New" text box and click Save.
• Delete a question by clicking the  icon under the RET column. Confirm by clicking OK or click Cancel if you don’t want to continue with the deletion.

Note: Retired or deleted files cannot be restored.