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Adding an Auxiliary Checklist Title

In order to create Auxiliary Checklist items, a checklist title must first be created and saved.

NOTE: You must have Add permissions to Directories > Auxiliary Checklist.

To add a new checklist title:

  1. Within the Auxiliary Checklist Directory, click the + Add button in the left pane.

  2. A new, blank row will display at the top of the list. Double-click the Title field to enter a unique title.

  3. The title will be active as the default. Deselect the Active checkbox to hide the Auxiliary title from case checklists.

  4. Select the Litigation checkbox if the checklist title should be used in litigation cases.

  5. Click the Save button to save changes to the Auxiliary Checklist Directory.

Review Adding an Auxiliary Checklist Item for more details.

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