Download and Distribute Checklists

How to download and distribute checklists.

To Distribute

  1. Select Field Tools > Checklists.
  2. Select which checklists you want to use by checking the box next to it’s name then clicking Distribute Checklists.
  3. The “Distribute Checklists” pop-up displays.
  4. Type in the email address you would like to send the checklists to and then press + to add to the list.
    • If you need to Add another attachment, select Add Attachment to add another attachment.
    • You will need to enter a value in the subject line and message body before you can send the checklist.
    • When you’re finished press Send to send your checklists.
    Note: For email addresses to pull in Distributing checklists, the LDAP settings must be filled in Admin > Portal Settings > Security/Login > Windows Authentication Login.. Once the LDAP Domain and Path are filled in, select Admin > Portal Settings > Refresh Global Email List from the Administrative Actions List.
  5. To Download the Checklists, select the boxes of the checklists you would like to download and select Download.