How can I customize a document checklist when creating a placement?

Admins can create a checklist of documents required when creating a placement. There are four types of checklist; the user can select any of the below options. No matter what checklist is specified, the system will check to see the attached documents meet the required checklist. If documents are somehow incomplete, the system will send a notification to the owner to upload the needed documents. Users cannot create a placement until all needed documents are uploaded. 

The four types of checklists are: 

• Client Checklists 
• System Checklists 
• User Client Checklist 
• No restriction (if you do not need to check for required documents) 

To configure these checklists:

• Click on your profile icon > “Admin Setup” 
• Click “Placements” > “Placement Settings” 
• Select “Documents Required to Create Placement” 
• Specify various document types and checklists 
• Click “Save”