Review Checklists define the checkpoints that must be checked before a file moves to the next level. To create a Review Checklist, follow these steps.

Creating Review Checklists

• From the Portal Dashboard, click on your Portal Profile icon (top-right corner).

  

• The Profile Panel will open, and click on Portal Settings.

  

• Navigate to Review Flow Checklists under the Configuration section.

  

• Click on the +Create button & enter the Title and Description for your Checklist.

  

• Click Save.

  • A confirmation toast will appear indicating that the Checklist has been created successfully.

• To start adding Sections and Checkpoints, open the Checklist.

  

• Inside the Checklist, click on Create Section to start building your Checklist content.

  

  • You can toggle on pReview mode to see how the Checklist will look in action.

    

• Once you’ve created a Checklist, you can fully customize the response options. By default, every Checklist item includes three choices: Yes, No, and N/A. However, you can edit, remove, or add new choices to match your project’s requirements.

Follow the steps below to edit the choices in your Checklist. - Select the Checklist for which you want to edit the choices, and click on the button as highlighted below to open the sidebar panel.

    ![image.png](attachment:a3cb0427-86e0-4fd2-b78b-705a0bd5b016:image.png)
    
- From this panel, you can:
    
    ![image.png](attachment:81ce11f2-a0d9-4204-8c87-cd357a8cd309:image.png)
    
    - Add or Modify Existing Choices
        - Click Add Choice to add a new choice
        - Rename the default choices (Yes, No, N/A)
        - Remove any option you don’t need
        
        Simply click on the choice and make the necessary updates.
        
        ![image.png](attachment:3fb00914-4b68-4559-aef7-68b3db9bd8f6:image.png)
        
    - Also, you can control how users respond to each Checklist item:
        - Single Selection – Users can choose only one option
        - Multiple Selection – Users can choose more than one option
        
        Toggle between these modes based on your Checklist’s needs.
        
        ![image.png](attachment:ccc554d6-befc-442c-989e-febf43e14381:image.png)

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If a Checklist is already being used in any Review or Review Flow, you won’t be able to add new sections to it. Any edits you make will apply only to ongoing and future Reviews. Completed Reviews will remain unchanged.

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