The automated checklist feature in FileAssure allows users to build custom checklists to keep on top of all stages of a filing life cycle.

The criteria you define for each checklist is then cross referenced against uploaded documents where document prefixes are the key.

To create a checklist:

In the Admin Section, select "Automated Document Checklist" under the configurations section. 

Once you're on the page, click "NEW" under case action, and "Add a new checklist" at the bottom of the page

1. Name the new checklist
2. Under "Type" select Document Added
3. Under "Condition" select the name of the document
4. Click ADD and start a new line
5. Once finished, click OK.