Customising the Document Checklist

The default checklist is a sensible starting point, but every engagement is different. You can customise the checklist when creating a submission, OR edit it later from the submission detail page.

When creating a submission:

In the Add Submission form, the Edit Document Checklist section can be expanded to show the default list. Each row has:

• A drag handle (≡) to reorder requirements
• A name (editable)
• A (single)/(multiple) badge — click to toggle whether multiple files of this type are accepted
• An info icon (ⓘ) to add or edit a description
• A → Required/Optional button to move the item between sections
• A remove (✕) button to delete

Adding items:

Use Add requirement in either the Required or Optional section. Choose:

• From template — pick a standard document from a dropdown (e.g. P11D, Capital Gains Computations)
• Custom — add an empty row for a custom requirement

Editing after submission creation:

On the submission detail page, click Edit checklist in the Document Checklist section. The same editor opens. Save with the option to notify the client by email if the checklist has changed.

You cannot edit the checklist after marking the submission complete. Re-open the submission first if needed.