Checklists is a tool within the CRM, which we use to communicate your implementation progress, and give you access to Project Documentation. Once out of implementation, Super Users can use it to manage their own projects.

How to find your P-Docs and other Resources

1. Once you're logged onto the CRM, click on the checklists button in the menu bar. If you cannot see the button, ask your User Admin for access.

2. When the Checklist feature opens, select "Level 1" from the filters to ensure you have the correct link, then click the "open in new tab" icon.

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