With the latest update of TrakIT, you can now link and update the document checklist while uploading or updating documents.
Uploading Documents
If a Document Checklist is defined in the Workflow, you will be able to select a checklist item and also set the status of the item when you are uploading a document. If you select a checklist item, then only one document can be uploaded at a time.
Linking a Document to the Checklist
If a document has already been uploaded, it can be linked to a checklist by selecting the modify option on the document.
Upon selecting the checklist item and status, the previous status will be over-written.
The checklist item linked with the document is displayed with the document.
For any questions or clarifications, please contact TrakIT Support.
