View missing documents with the checklist

To see which documents are complete and which are missing from a checklist applied to a folder, manually match documents, and request missing items externally.

• Read permission to view the list; edit permission to match; write permission to request deficiencies

Checklists (e.g., personnel records) are applied to a folder via the web panel. SmartFiles automatically matches files in the folder to items by filename; possible matches found by AI summary are marked as missing until you confirm. View status, confirm, or manually correct in the mobile app.

Steps

1. Tap the … button of the folder and select Checklist.

2. You will see the list name and progress (e.g., complete: 4 / 7). 1 Each item shows the matching file or Missing.

3. If an item says Possible: … (from AI summary), SmartFiles has found the document from its summary; the item is considered incomplete until you confirm it. If correct, tap Confirm. 4"

4. If the list top folder applied 'each subfolder as separate record', subfolders first, then missing items and the count of possible pending matches are listed; tapping a subfolder opens its list.

5. To manually match an item, tap Match and select the file from the folder (including subfolders). The matched item displays manually matched; you can undo this with Remove Match. 2"

6. To request missing documents from the person, tap Request Missing. The Requested Documents page opens and the Requested Documents field populates with the missing items. 3"

1. 1Progress
2. 2Manually matched item
3. 4Pending possible match

1. 3List of missing documents

Related pages

• Requesting documents from outside
• Uploading files and the upload queue