Documents- Document Checklist

Document checklists allow you to create either a personalized list or a customizable, generic list of required documents for each client. When setting up a document request, you can choose the appropriate checklist—personalized or custom—enabling clients to easily track and check off each document as they upload them. Using personalized checklists helps streamline your process by requesting only the relevant documents tailored to each client's needs.

Note: Clients must be configured for Client Portal Access 

 

Send a Document Request Checklist to a Client

Note: Clients must be configured for Client Portal Access 

Checklists can be sent from the following locations

• Client Search Screen
• Client's Document's Tab
• Client's Tasks Tab Under Client Actions
• Sent automatically via a Project Template 

Navigate to send a document request.

Client Search Screen 

• Select Clients
• Click the Gear and Click Bulk Document Request

Client's Document's Tab

• Click the arrow on the blue Add Button
• Click Request Document

Client's Tasks Tab Under Client Actions

• Click the arrow on the blue Add Button
• Click Document Request

You are ready to send you Document Request Checklist

When you request a document from a client you will see the option to pick a Document Checklist 

Note: Clients must be configured for Client Portal Access 

1. Enter the Contact 
2. Associate a Project
3. Title: This will be the title of the Client Action ( Upload Tax Documents)
4. Message to Client: This message will be visible in the Email notification and when the client is completing the document checklist
5. Select the Document Checklist 
   1. Add Custom Checklist allows you to create a custom document checklist from scratch based on exactly what you need when requesting documents in real time. 
   2. Personalized Client Custom Field Checklist allows you to curate a list of documents that can recur to save you time and only request documents pertinent to that specific client.
      
6. Request

If sending a Bulk Document Request Checklist you may receive this message if you have clients included without Client Portal Access

 

Setup the Document Checklist Client Custom Field (Personalized List)

Notes:

• This step requires the Admin User Role
• Use cases Yearly Tax Documents, Monthly Bookkeeping Documents 

1. Select Customizations in the ribbon

2. Select Client Custom Fields 

3. Click Add

4. Name the Document Checklist 

5. Select Document Checklist in the Field Type drop down.

6. Click Save

 

Create your Client's Personalized Document Checklists

1. Navigate to a client

2. Click the blue pencil next to the name of the document checklist you created in customizations.

3. List the needed documents for this client. One Document per Line.

4. Click Save. The list of documents will now appear on the main page for that client. 

 

Document Request Checklists within Project Templates

Note: Setup Requires Admin User Role

You can also add a document checklist to a project template.

1. Navigate to Customizations 
2. Project Templates 
3. Select a Project Template

Scroll to the Client Action section.

1. Click Add- to add a new Client Action
2. Click Edit- to edit an existing document request client action

Once added, this checklist will be tailored to the specific documents each client needs within their checklist when the template is used in a project. For more details follow the link to a more detailed article adding client actions to project templates. 

Click for information on Managing Document Checklists from both the Firm side and the Client side