Demo Purchase

Creating your own checklist template

The organisation administrator creates custom templates on the Control Lists page in SmartFiles settings: the template name and one document per line. Optionally, words to search for in the document filename can be specified. Ready templates are immutable; they are copied and adjusted for the organisation. Created templates are applied to folders and appear in the list. Details: department-based file areas.

  • Administrator
  • Permission to manage settings

How to create your own checklist template?

The organisation administrator creates own templates on the Control lists page in SmartFiles settings: template name and one document per row. Who can do this: Administrator; Manage settings permission. The template appears in the list users can select when applying control lists to folders. Optionally, keywords to search for in the filename can be written.

Steps

  1. Open the Settings page of SmartFiles in the DBLinx tenant panel (tenant.smart360.com.tr).

  2. Click Checklists from the left menu.

  3. Click New Template 1 or select Copy next to a ready-made template 2.

  4. Enter the Template name and write one document per line in the Documents field. You can add which words appear in the document's filename after the “|” symbol, separated by commas (e.g., Insurance policy | insurance, policy).

  5. Click Save.

Checklist templates in settings: ready-made templates and the organization's own templates
  1. 1Create your own document list
  2. 2Copy and edit the ready-made template
With demo data.
"Result The template appears in the list available for users to select when applying a checklist to a folder.
"Warning When you delete a template, it is also removed from the folders where it was applied.
"Tip If you do not type a word, the document name is searched; short and distinctive words make matching easier.

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