Upload Document to Single Checklist Item
7 steps
|
43 seconds
Navigate to Document List
1
Navigate to desired Document List and select the first Action item
Upload Document
2
Drop files here or click to upload
3
Add comments or notes here if additional context or clarification is needed
4
If this document satisfies additional checklist items, you can select those boxes as well
Alert! If you select more than one checklist item, a copy of the document will be sent to each placeholder, and both will move to pending review.
5
If you have permission to approve or reject documents, you can select this box to move the document directly to Done status.
6
Click “Upload” to add the document
Confirm Pending Review
7
Verify that the document is in ‘Pending Review’ status
