Create Document List Sections

These steps cover how to create document sections within your document files and also how to set which documents should auto trigger within those sections.

13 steps

It takes the 'Configuration' permission level to create/edit/delete sections for document files

Create Sections

Click this gear icon.

Select the type of file you want to create sections for

Click "Sections" in top right corner

Click "Add" to create sections or add new ones

Enter name of section. Repeat steps 4 & 5 for each section needed

Click "Save"

Set a document checklist item to a section

Click the Edit Action Button on the checklist item

Select the section for document from dropdown menu

Click "Update"

You can verify which document is set for each section in this column

Verify document File layout

Any updates made to document file configuration will not take place until next new file is created. Updates will not retro-actively effect existing files.

You can locate a new file generated by clicking "Manage Documents"

Verify Section and document file layout

Display with new sections

Users can still drag and drop files to different sections within the file.