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.