Managing Document Checklists in Active Workflow Cases

With Glade, managing active workflows has never been simpler or more efficient. Follow these steps to access and manage document checklists, ensuring a seamless process for your cases.

1. Navigate to the Building Blocks tab from the left-hand menu.

1. Select the Document Requests section.

   

2. Locate the checklist you wish to use or adjust (e.g., "Chapter 7 - Client Document Checklist").

Once you’ve accessed the document checklist, you can take advantage of the following features to customize and streamline your workflow:

Mark Items as Required

• Highlight specific items as mandatory to ensure clients prioritize critical documents.

Glade makes it easy to handle uploaded documents efficiently:

• Remove Uploaded Documents: Delete files that don’t meet requirements or were uploaded in error.

• Rename Files: Keep your checklist organized by renaming files for better clarity.

• Download Options: Download all collected documents as a single PDF or select individual files for download.

• Flag Poor-Quality Documents: Glade’s AI automatically identifies low-quality or illegible documents, ensuring you only work with usable files.

• Glade’s AI helps keep your workflow on track by sending reminders to clients to upload pending documents, minimizing delays.

• As clients upload documents, you can review them in real time. If changes are needed, use the integrated Discussion Panel to request updates or clarifications directly from the client.

• The integrated Discussion Panel ensures you can efficiently communicate with clients regarding document adjustments, eliminating the need for back-and-forth emails.

• Enhanced Flexibility: Tailor each workflow to fit your case needs perfectly.

• Improved Organization: Manage files and checklists with ease.

• AI-Powered Assistance: Benefit from automated reminders and quality checks for a smoother process.

• Real-Time Updates: Keep the process moving smoothly with live reviews and feedback.