Create a checklist by copying an existing checklist and automatically generating a document number

  1. Open the Enter Checklist screen.

    Note the active company. If you want to change it, click in the header and select the appropriate company.

  2. In the Project field, do one of the following:

    • Enter the code of the project for the checklist.

    • Click to select the project for the checklist from a Lookup List.

    • Tip: You can set this field to default to the most recently used project. See the Remember Last Project field on the Users screen or User Groups screen for details.
  3. Select the Generate New Number checkbox to indicate that ProContractor will automatically generate a document code.
  4. Click Copy from Document.

In the Type field of the Copy from Document popup window, click to select the type of checklist to copy.

  • All Documents - Both template and non-template checklists are available to be copied.

  • Regular Documents - Only non-template checklists are available to be copied.

  • Template Documents - Only template checklists are available to be copied.

  1. In the Document field, do one of the following:

    • Enter the code of the checklist you want to copy.

    • Click to select the checklist you want to copy from a Lookup List.

  2. In the Checklist Start Date field, enter the start date for the new checklist or click to select the date from a Date Picker. If you enter a start date, ProContractor automatically enters a due date for the new checklist based on the increment between the two dates in the existing checklist.
  3. Select the Copy Contacts checkbox to copy the contacts from the existing checklist.
  4. Select the Copy Distributions checkbox to copy the distributions from the existing checklist.
  5. Click OK.
  6. In the Description field, modify the description for the checklist as needed.
  7. Complete the fields as described on the Enter Checklist Screen Field Reference.
  8. In the On Save of Document section, select from the following options to specify the actions to perform when you save the document:
    • Select the Create PDF checkbox to create a PDF file from the document form.
    • Select the View checkbox to view the PDF file.
    • Select the Print checkbox to print the PDF file.
    • Select the E-mail checkbox to attach the PDF file to an email.
    Note: Be aware of the following requirements when working with documents and attachments:
    • The Create PDF checkbox and at least one other checkbox must be selected.
    • You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an email message with an attachment. Contacts with a value for the E-mail As field are included as addressees on the email.
    • You must have the software required to open a PDF file—such as Adobe Reader—installed on your computer to be able to view it.
  9. Click Save Document.
    Note: If the save takes more than a few moments, ProContractor may perform it as a background task. In this case, the background task icon appears at the upper right of the screen (next to the Help menu). Click the icon to view the current background tasks. You can continue working during this time, but you can’t log out of ProContractor until all background tasks are complete.