Articles on: Checklists

Connecting checklist items to files

Checklists are here to help you keep track of all of the files that you have, and those you still need to receive from your business partners.

To do so, simply:

Create checklist items for a folder which you would like to track using the Checklist tab
Request files or upload files to this folder
Click on the file to open the file view
Click on Checklist Items
Create or choose checklist items which correspond with the file that you are viewing

Once you have connected checklist items to the files, the checklist status per folder and on your dashboard will adjust accordingly.

If you have further questions, don’t hesitate to contact

Updated on: 09/09/2020

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