Step 4 of 6
Configure document checklists
2 of 8 workstreams configuredSample data
info
Auto-save enabled
Define the required documentation for each workstream stage and configure SharePoint integration settings.
Workstreams
fact_check
Checklist Requirements
| Document Name | Stage Requirement | Naming Rules | Required | |
|---|---|---|---|---|
verifiedWindow certificate | ||||
workspace_premiumGuarantee | ||||
gavelBuilding control evidence | ||||
inventory_2Handover pack |
folder_managed
SharePoint Folder Structure
Define where approved documents will be automatically routed in your tenant.