Demo Purchase

Apply a checklist to a folder (tracking missing documents)

A user with edit permission applies a checklist to a folder: personnel file, project file, customer file, or the organisation's own template. Documents in the folder automatically match the items in the list by name; possible matches found by the AI summary are presented for your approval and are not marked as complete without approval. Missing items appear in red. If 'Each subfolder is a separate record' is selected, completed and missing documents for each employee or project in the parent folder are visible in a single table. Details: department-based file areas.

  • User
  • Edit for applying; Read for viewing

What is applying a checklist to a folder (missing document tracking)?

A user with editing permission applies a checklist to a folder: personnel file, project file, customer file, or the institution's own template. Who can do it: User; Editing in the area to apply; Read to view. The list updates automatically as new documents are uploaded: a document whose name matches the item is marked complete; a document whose summary only matches appears as 'Possible', and becomes complete upon confirmation.

Steps

  1. Select the folder; in the details panel, click Apply Checklist under the CONTROL LIST section.

  2. Select Template 1. If each subfolder of the folder is a person or project, check the Each subfolder is a separate record box.

  3. Click Apply. The parent folder shows how many documents are complete for each record and what is missing; clicking a record takes you to that folder 2.

  4. For an item missing a document in its folder, you can manually match the correct document from the Missing · select document list.

  5. Click Request missing items to ask the other party for missing documents; a window opens with a ready upload link and list of missing items.

Checklist: completed and missing documents for each employee in personnel files
  1. 1Template applied to the folder
  2. 2Goes to the Employee folder
With demo data.
TypeWhat it provides
Personnel personnel fileID, residence permit, diploma, health report, criminal record, employment contract, SGK employment notification, and other common documents
Project fileQuote, contract, work schedule, estimate/measurement, commission, delivery certificate, invoice
Client file (tax advisory)Tax certificate, signature circular, trade registry gazette, activity certificate and authorisation documents
"Result The list updates automatically as new documents are uploaded: a document whose name matches an item is marked as complete; only summaries matching a document appear as "Possible", which become complete with Confirm.
"Caution Which documents are mandatory depends on your organization and legislation; edit the list according to your needs.
"Tip Ready templates are lists of common documents. The organization administrator can create their own templates in settings or copy and edit a ready template.

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