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Uploading Documents to a Checklist

Transaction Management

Uploading Documents to a Checklist

Last updated on 29 Oct, 2024

  1. Click Transactions on the left-hand side > Checklists.

  2. Click on the name of the Checklist to view the Checklist Summary page.

  3. Scroll down and locate "Documents" > click Add.

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4. Select files, add a description and your name from the Uploaded By dropdown, and click Save.

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