Request documents with a checklist

1. 01

   Step 1: Open the matter, then Documents

   Choose Request documents.

2. 02

   Step 2: Pick a checklist

   Start from your service template, or build one item by item.

3. 03

   Step 3: Assign each item to a person

   The applicant, the sponsor or a dependant. Each person only sees their own requests.

4. 04

   Step 4: Set due dates and send

   Reminders are proposed automatically. You confirm them.

Written from the Casevoya product specification (DOC-01, DOC-02). Screens and wording may change before launch.