When editing or creating a checklist, you can create sections to organize your questions, you can ask multiple types of questions (checkbox, radio button, dropdown, free text), and you can even request documents for any questions.
Here are the steps:
Click on the "Set up" option.
Navigate to the Onboarding Checklist.
Click on 'Create' or 'Edit.'
Give your checklist a name.
Add your first section by giving it a title.
Click the “+ Add” button.
Add your first question by choosing which section you want to apply that question to.
Type in the question you want your client to answer.
Select the checkbox if you want a client to upload a document to submit their answer.
Select the type of question you want to present.
Add your answer options.
Add any additional questions or sections.
Click the “Save Checklist” button to save your edits.
Now, you have your new checklist ready to help you automate your onboarding process!
