To access My Account Settings, click on your firm name in the top right-hand corner.

On the left-hand side, under Firm Defaults, you'll see Firm Default Checklists, Tasks, Fees.
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You can navigate between the lists by clicking on the tabs above.

Below you'll see existing Documents or Tasks. If you would like to add a Document or Task, you can scroll down to the blank field below the list and add the New Document name, and click Save. You also have the option to add a description.

You will also have the option to adjust the placement of items on the list, edit, and delete. These changes will be applied to new cases opened moving forward.
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Once created, you will see the checklist the Case Dashboard of every case.

You can then check off documents as they are received or add a new document by clicking the + icon.

You can also download the list as a PDF by clicking the printer icon. The checklist in the PDF will appear just as it does on your dashboard:

Learn how to send your checklist via text with our automated recipes here!
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​***Keywords: document checklist, task checklist.