Choose and complete a checklist
- Open Checklists in My account. Lists under Assigned to you appear first when your bookings match their audience.
- Choose a checklist; it opens automatically. Follow the numbered sections and check each preparation item when ready.
- Choose Save progress before switching lists or leaving the page to keep your progress across devices.
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Headings and instructions are not checkboxes. Checkmarks mean prepared, never uploaded or received. Public checklists remain accessible even when they are not assigned to you.
Need a hand?
New or revised items may require preparation again. Ask the firm which documents apply to your situation.
Print or save a PDF
- Choose the checklist you want to keep.
- Select Print or save PDF, then choose your printer or your browser’s PDF option.
The print layout removes website controls and keeps the selected checklist readable.