You will need to have Full Settings Permissions to set the primary Document Checklist.

To create your initial document checklists you will first go to your account settings and select "Document Checklist".

You can create a document checklist for both the buy and sell sides of your transactions. Please keep in mind that any changes you make in your account settings will only affect newly created deals.

By clicking the "+" symbol on the right-hand side of the screen, you can add the names of the documents you want to add to your checklist. You can drag them to the left-hand column if you do not want them to be required, but do want the names of those documents saved for other potential checklists.

After you've created all of the documents that you want available for your checklists you're ready to create a new deal for your checklist to appear. Or you can open an existing deal, go to the documents page and click "configure" to set up a new document checklist for that deal.