Checklists

Using Cirrus Checklists

• Viewing a Sent Checklist
• Adding a Due Date and Assigned Contact fields to Checklist Tasks
• Adding a DocTitle to a Checklist
• Best practices for accepting password-protected files
• How do I print a limited view of my checklist?
• How do I extract pages from a document?
• Why are there items in my borrower's link that I can't see internally?
• Where is the refresh button in the Checklist?
• Why can't borrowers upload into the doc titles?
• How do I zoom my preview in or out? What if I can't see the button?
• Where are my attachments in a Sent Checklist?
• Can I drag and drop multiple documents to a Checklist?
• Why are my Doc Titles not visible in my Borrower's Checklist link?
• How do I download files from Cirrus?
• Updating Checklist Templates for future Checklists and in-flight deals
• How do I update Sent Package information?
• How do I Send a Package of documents out of Cirrus?
• How do I find files uploaded to me from a Checklist?
• How do I send unique links to different parties from the same Checklist?
• How do I send a Checklist?
• How do I resend a Checklist Link?
• How do I delete Doc Titles/Required Documents from a Checklist?
• How do I update (edit) a Sent Checklist?
• Adding Doc Title Notes
• Adding Checklist Notes
• How do I un-archive a Checklist?
• How do you Add Doc Titles to a Checklist?
• How do I transfer documents from one Checklist to another?
• What can borrowers see, and what can they download in their Sent Checklist link?