CHANGING DEFAULT DOCUMENT CHECKLISTS

NOTE: The changes made here will be reflected on any new cases created with the given case process.  Any previously created cases will remain unaffected.

1. Navigate to the Administrative Tools.
2. Click on the Case Processes icon.
   
3. From here, identify the case process you wish to modify the document checklist for, and click the documents () icon.
   
4. To add a document to the process checklist, click the Add Document button.
5. Enter the document name. Click Save.
   
6. To edit an existing checklist entry, hover of the Select button, and click Edit. To delete an existing checklist entry, click Delete.