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Creating Custom Document Types

Updated

 

2. Select the settings wheel in the upper right corner of Checkpoint.

Select the settings wheel in the upper right corner of Checkpoint.
 
 
 

3. Under Settings select Doc Types & Packets

Under Settings select Doc Types & Packets
 
 
 

4. Under Document Types you will see the System Default Document Types. These will always be available for you to select but you can also add your own.

Under Document Types you will see the System Default Document Types. These will always be available for you to select but you can also add your own.
 
 
 

5. Select the plus sign icon to add your own document type.

Select the plus sign icon to add your own document type.
 
 
 

6. Enter the name of your document and the activated date. Deactivation date is not necessary until you stop using the document.

Enter the name of your document and the activated date. Deactivation date is not necessary until you stop using the document.
 
 
 

7. When finished, click Update.

When finished, click Update.
 
 
 

8. You will then see your document listed. You can use the pencil icon to edit, or trash can to delete. When adding documents to the client profile, you should now see your specific agency documents.

You will then see your document listed. You can use the pencil icon to edit, or trash can to delete. When adding documents to the client profile, you should now see your specific agency documents.

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