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Document Checklist

Very often, some documents or requirements are forgotten during the course of a shipment. The Document Checklist feature sits within the Documents tab within a work orders and provides an overview of all documents for the shipment.


Before this feature can be used, the Workflow Administrator must set up the specific documents required for the workflow. 

Go to Admin > Workflow Definitions > Select a Workflow. In the workflow definition page, select the "Document Checklist" section and click 'Add Document' to add new documents. In addition to the document name and description, you can specify whether the original document or a copy is required.


Documents added here are automatically displayed on all work orders (there is no need to add them to past or existing work orders). They can be re-ordered as required.

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