This article will teach the most-efficient way to migrate documents from one Checklist to another without the help of Address Book with Checklist Recommendations
Sometimes you may need to use the same documents for a different deal. Here is the best practice for this if you are not subscribed to Checklist Recommendations:
- Go to the Checklist you would like to download files from
- Select the file or files you would like to download
- Depending on the volume and size of the files, the download may not complete for a few minutes.
- If this happens, you will see a notification in the Notifications icon that your zip file has completed downloading. Click See All Notifications to get to the list of Zips that have downloaded and download from there. Please note that these links will expire in an hour for security purposes.
- Once the files are downloaded, you can drag them from the folder on your computer to the Portal in Cirrus and drop them into the correct DocTitles on the Checklist!