INSZoom:-Adding a New Checklist
- INSzoom:- Adding Contract Templates
- This article will guide you on how to add contract templates into the Knowledgebase
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 document 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.