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Creating Custom Document Packets

Updated

 

 

 

2. Select the Settings icon in the upper right corner of Checkpoint.

Select the Settings icon in the upper right corner of Checkpoint.
 
 

3. Select Doc Types & Packets

Select Doc Types & Packets
 
 

4. Under the section "Document Packets" on the right, click the plus sign icon.

Under the section "Document Packets" on the right, click the plus sign icon.
 
 

5. Enter the name of your packet in the "Packet Name" section.

Enter the name of your packet in the "Packet Name" section.
 
 

6. Select the document you would like in the packet and then select the arrow pointing to the right to add the document to the packet. You can use these arrows to move the documents back and forth or to delete. Continue moving the different documents until your packet is complete.

Select the document you would like in the packet and then select the arrow pointing to the right to add the document to the packet. You can use these arrows to move the documents back and forth or to delete. Continue moving the different documents until your packet is complete.
 
 

7. Select Update when you are finished.

Select Update when you are finished.
 
 

8. After your packet has been added you will see it listed under Document Packets. You can then use the edit and delete icon to modify the packets further.

After your packet has been added you will see it listed under Document Packets. You can then use the edit and delete icon to modify the packets further.

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