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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.

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