Creating a Document Checklist Template
Communicate the exact required documents to your clients through the use of our pre-built checklists. The checklist will keep your files organized and ensure you capture all the documents needed to submit your client's case.
To create or customize your own checklist, follow these steps, or assign one of our pre-built checklist by following the steps here.
To get started, go to Settings > Document Checklist.
Then, click on Add Checklist to start adding a new checklist.
Enter your desired name for the new Checklist and click Save.
You will find the checklist you made under "Firm Checklist" and you can select the Case Types mapped to your checklist. Any checklists located under the System Checklist are the defaults provided by CaseEasy.
💡Assigning a case type to a checklist will create an automation rule to ensure the checklist is automatically assigned to your client's case.
Assign Case Type as follows, if you want the checklist to automatically be assigned based on the Case Type.
A success message will appear on the top right of the screen once done.
Clicking on the name of your checklist will allow you to add checklist items. Enter the details for each document you want to receive from your client.
Click "Add New Item" and repeat this process until you have added all the documents you need to receive from clients for this particular checklist.
Assigning a Document Checklist
Once you are ready to assign the checklist to your client's case. Navigate to Cases, then select the Case > Documents > Request Document > Multiple Documents.
Search the name of the checklist you created or select it from the dropdown.
After selecting your checklist, the list of checklist items will appear. Click Request Documents to assign this to your client case.
