How to update document checklists

In Glade, you have full control over your document checklist templates and you can make edits any time.

What is a document checklist template? It is the set of documents you are requesting from a client within a workflow. It will be sent to the client by default, and not only can you edit the template itself so it's the same for every case, but you can also customize the specific request per client once the case begins (you can remove, add, change, and mark documents are required or not for a particular case).

Here's how you edit the document checklist template:

Step by step instructions:

1. Type "F" on the keyboard to navigate to your Building Blocks

2. Navigate to 'Document Checklists'

3. Select the document checklist you'd like to edit

4. Click on the document to edit the title, description, or settings.

5. Remove or add documents to the template as desired.

6. Don't forget to click save at the bottom when done editing.

Alternatively:

1. Type "S" on the keyboard to navigate to your Services

2. Navigate to the relevant service (like Bankruptcy Matter)

3. Navigate to the relevant workflow (like Chapter 7 Bankruptcy)

4. Inside the workflow, navigate to the step where the document checklist is

5. Click on the blue document checklist title

6. Once there, you can make edits, add, or remove documents to the template as needed

7. Don't forget to click save at the bottom when done editing.

How to update document checklists in a workflow

You can also edit a specific document checklist within a workflow. Here's how: