Overview
This guide explains how to edit an existing checklist in the system. Editing a checklist allows you to update its details or modify its structure whenever required.
Step 1: Access the Checklist
From the Firm’s Dashboard, click on the Admin button in the top panel and select Checklist.
Step 2: Locate the Checklist
You will see a list of all available checklists on this page.
Step 3: Choose the Checklist to Edit
Next to each checklist, you will find options to View, Edit, or Archive.
Step 4: Edit the Checklist
Click on the Edit icon next to the checklist you want to modify.
Step 5: Make the Necessary Changes
The checklist will open in edit mode. Update the required details or make changes to the checklist structure as needed.
Step 6: Save the Changes
Once you have made the required updates, click Submit to save the changes.
If you have any further questions or need additional assistance, please contact our support team.