Building a Supporting Docs Checklist

To create or edit a checklist, go to Account - Application Templates - Document Checklists

To create a new checklist, click Add:

Add a title and description:

When you are ready, start adding categories of Documents to be collected. Click "add Category".

In the new section, select or add a Document Category:

Qualifier Template allows you to set the "headers" on your checklists when displayed in the Supporting Docs Section. Eg the Qualifier Template of {Category} - {PersonFullName} will display something like Identification - Bill Smith in the header when you are processing supporting docs.

You can then Add a Document:

Or if you have conditional document logic, add a condition:

Name the document required, and then set who needs to provide the document. eg If you select Primary Applicant, the request will only go to the primary application; whereas if you select All Applicants, the document will be requested from all applicants:

Click Enter Instruction to give more instructions for this document:

In this example, the applicant is to provide Any of the following documents to satisfy the requirement for ID documents. I have used the "add Condition" button; and I can now set more documents or conditional logic:

You can then set Any, At Least or All logic on the documents that you add.

On each of the documents you can also set instructions that will be included with the request to the applicant.

You can then set the number of documents you are expecting from the applicant, to satisfy the requirement. In this example, the instructions are for a copy of both front and back of the licence, so you would anticipate 2 documents are likely:

Note that if the applicant infact uploads both front and back on the 1 document...they are able to set the requirement as completed.

Finally, you are able to set verification logic that you want your assessors to check on the document (this will not be displayed to the applicant, it is used in Decision Support):

A popup will appear where you can set the validation logic for that document:

Once you've finished adding the items, click set:

(You can edit, add, delete by re-clicking on the View Verification Checklist button at any time.)

You then need to 'set' the checklist to belong to an application type.

Please go to Account/Application Templates/Type Templates

Here you can set the circumstances for that Checklist to be made available. This is necessary for the checklist to be able to be selected and used in applications.