Document Checklists help you collect specific files from clients in a clear, organized way. Each checklist includes upload slots with customizable labels, instructions, and required fields—making it easier to standardize file collection, clarify expectations, and reduce back-and-forth.
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This feature is currently in Beta. You may notice changes as we continue improving it. We’d love your feedback! Click here to leave a suggestion.
Table of Contents
Phase 1: Create a Document Checklist
Click the Global Plus icon in the navigation bar.
Select Document Checklist from the menu.
Add a title for the checklist.
Select a client to send the checklist to.
(Optional) Add:
Assignee(s)
Client due date
Client reminders
Description
Click Create.
Phase 2: Build the Document Checklist
In the File Upload field, enter the name of the first document.
Click + Add checklist item to add more upload slots.
Name each upload slot as needed.
Click the gear icon on the right side of a slot to adjust settings:
Toggle Required on/off to control whether upload is mandatory.
Toggle Description to add client-facing instructions.
Click the 3-dot icon to:
Duplicate the slot
Delete the slot
Drag the 8-dot icon on the left to reorder items.
(Optional) Click Preview to see the checklist from the client’s view.
Click Back to edit if you need to make changes.
Phase 3: Send the Document Checklist
Click Send.
Choose to Send now or Save as draft.
Select the contact(s) to receive the checklist.
(Optional) Toggle on Include a personalized message.
Create a personalized message from scratch or select a template.
Click Send to Contact(s).
A pop-up will confirm that the Document Checklist has been sent.
(Optional) Click View task to open the the Document Checklist task if needed.
How to send a Document Checklist in Bulk
In the navigation bar, go to Clients > Client List.
Select the clients you want to include by checking the box next to each name.
Click the three-dot icon next to the Bulk actions icons.
Select Send document checklist from the menu.
Enter a Checklist Title.
(Optional) Add a client due date, client reminder, and description.
Click Create.
Follow the steps from Phase 2.
Click Send.
A temporary notification appears at the bottom of the screen — click View to open the document checklist in the activity log.
How to Use Document Checklist Templates
Go to the Templates tab in the Global Navigation bar.
Select Document Checklists from the menu.
Click Create Template.
Enter details for your new checklist:
Title (required)
Type (optional)
Description (optional)
Build out the checklist by following the steps in Phase 1 and Phase 2.
(Optional) Click Preview to review and make edits.
Click Save To and choose one of the following:
Team – Visible to all team members
Private – Visible only to you
Draft – Saves progress; cannot be used until moved to Team or Private
Manage Document Checklist Templates
In the Team, Private, or Draft tabs, you can:
Edit – Revise the checklist template
Make a Copy – Duplicate the template
Three-dot menu – Access additional options:
Preview
Edit
Duplicate
Delete
Summary
Use Document Checklists to streamline client file collection with clear, customizable upload slots. Add instructions, set required documents, and send everything in one go—saving time and reducing back-and-forth.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.