INSZoom:-Adding a New Checklist
This article will guide you on how to add or change the document checklist after the case is created.
Adding a New Checklist
Users may want to add or change a document checklist after a case has been created. From the case level, open the documents interface.
On the right, above the checklist, select “Copy From Template”. A pop up will render. Select the petition template to copy the document checklist from. You may then
- Select individual documents
- Select all documents
Users may then add the selected documents to the checklist or replace the existing documents with the newly-selected ones using the buttons at the bottom of the pop-up.