Documents
Checklists
The documents each service needs, a library of ready checklists, and application settings.
This section's video is coming
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
On day one, and when a service is added or its required documents change.
Step by step
- 1
Add a ready list from the Checklist library or create a New checklist.
- 2
Add each document with Add a document and mark whether it's optional or sensitive.
- 3
In the related words, write the service names so the right list is chosen automatically.
Common mistakes
- A checklist used by applications isn't deleted but switched off.