INSZoom - Docs Check List for Corporations

Docs Check List for Corporations

Request Documents for a Case:

To request documents from a Corporation, go to the Corporation Case list and select your case. Under Docs Check List, you'll see a section from [Corporation]. This is the list of documents needed from the Corporation.

• Select Compose Email from the drop-down menu.
• Click Go
• Click Choose Recipients
• Put a check mark next to To Corporation
• Click Done

Scroll to the message field and create your message either by typing in the message field or using an email or letter template.

Beneath the message box

• Check Include Docs Checklist
• Check Client Can Upload Documents.  
• Click the Select Docs Check List link . Select only the items you're requesting from the Corporation. (or check All)
• Click Done.

Select any other email options underneath the message box and when you're done click Send Email.

Request Documents for a Prospect

To request documents from a prospective or new corporation outside of a case request, users may create an email template that includes the list of documents and a link to upload them.