Each line item has an Actions Menu on the far right-hand side.

Use this button to access the Actions Menu, a dropdown menu with many of our tools. Those include Downloading Documents, creating new folders, Notes, Manage Due Date, Copy Secure Link, Email-to-Folder and Rename.

Manage Access by selecting a line item's checkbox and click the Manage Access button above the checklist.

Make sure you check all the Teams' access after your changes. You will see a Warning sign for all the Teams losing access. After you make all the changes, click Save Changes and it will take effect immediately.

Assign and manage Responsibility by selecting a line item's checkbox and click the Manage Responsibility button above the checklist. Choose the appropriate Team(s) by clicking the checkbox next to it.

Once you are satisfied with the changes made, click the Save changes button on the bottom right corner of the window to store your changes and go back to the Checklist.

Update status by selecting a line item's checkbox and click the Update Status button above the checklist. Chose the desired status. Changes are applied immediately.

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