You can save checklists in a format other users can open in Connect applications and you can open checklists created by other users running Connect applications. For example, customer service may create and send a checklist for year-end tasks to Connect users. You can use these instructions to import the checklist in to your Connect applications.

 

Note: These instructions show how to import the Payroll Year-end Checklist. However, you can use the same instructions to import any eChecklist. Just substitute the checklist name for the Payroll Year-end Checklist.

 

Before you get started

• You will need the file name and path to the checklist XML file. In Connect, checklists are saved as XML files. 

 

Importing a checklist

1. Open Manage Checklists. 

2. Click .

3. Set up the options in the Import Checklists window. 

 

 

File path

Enter the path and file name to the XML file. 

 

Add imported checklists to My View list

Add the XML file to My View list. My View is your default view. It shows the checklists that you have selected to show in the My View list. 

 

Import shared users

When you add a checklist, you can import the shared user list with the checklist. The shared user list is a list of users who can use the checklist, view the checklist, and in some cases, make changes to the checklist. 

 

Checklists to import

This section checks if the checklist that will be imported already exists in the application.

• If the checklist does not exist, select the checkbox next to it to import it as a new checklist. 

• If the checklists does exist, you can overwrite it with the new checklist by selecting the checkbox next to it. 

 

4. Click OK. 

 

 

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