Adding a DocTitle to a Checklist

This article shows you how to add a DocTitle to a checklist as a one-off, rather than adding that DocTitle to the System's setup

You would use this if you had a scenario where you will need a specific document type only once. The recommendation is that if you will need to add a document type to the system to use on multiple Checklists/Deals, you would have your Admin add that DocTitle to Cirrus for use again.