How do I share a checklist?

Checklists

Send a checklist that you have created in Caselle applications to a friend. Your friend can import the checklist so they can use it when they log in to Caselle.

Step 1: Exporting a checklist

See the help topic titled Can I export a checklist? to save the checklist on your computer.

Step 2: Attaching a checklist

You can send the checklist to another recipient just like you would send any file by email, instant messenger, or save it to a flash drive, network drive, or shared drive.

Step 3: Importing a checklist

Next, the recipient will import the checklist to use it in Caselle applications, see the help topic titled How do I import a checklist?

27Feb2018