This article shows you how to add DocTitles to a Checklist that has already been created, and shows how you can filter on Categories, and bulk-add labels or contact assignments
This video shows you how to add a DocTitle or group of DocTitles based on Filters to an already-existing checklist. This will be especially helpful to users who need to add a new Party to a deal - for example, a new Guarantor is identified later in the deal and you need to add a set of Guarantor DocTitles, and Label them and/or Assign them