INSZoom:-Customizing Docs Checklist and Reminders/Steps in a Petition Template
This article will guide you on how to customizing Docs Checklist and Reminders/Steps in a Petition Template
Customizing Docs Checklist and Reminders/Steps in a Petition Template
You may realize that your firm would like to customize a template in the Knowledge Base.
- Navigate to 'Setup' and click 'Knowledge Base'.
- Select the petition you want to modify.
- From here, select 'Docs Checklist' from the left-hand menu. You can then select the drop-down to perform several different functions: add documents, copy documents from other petitions, link documents, unlink documents.
- Additionally, you can remove documents by clicking the trash icon or edit the document by clicking on the pencil icon.
- The same can be done for the petitions 'Reminders/Steps'.