Upload Document to Single Checklist Item
- 7 steps
1
Click this icon on desired checklist item
2
Click here or drag and dropdown file from computer
3
Add comments or notes if needed here
4
If this document happens to satisfy any other document checklist items, you can click those boxes well.
Alert! If selecting more than one checklist item, it is going to send a copy of the document to both checklist placeholders and will both go pending review.
5
IF you have permission to approve/reject documents, you can click this box so that document goes directly to Done Status.
6
Click "Upload"
7
Verify document in 'Pending Review' status
