How do I share a checklist?
Send a checklist that you have created in Caselle applications to a friend. Your friend can import the checklist so they can use it when they log in to Caselle.
Step 1: Exporting a checklist
See the help topic titled Can I export a checklist? to save the checklist on your computer.
Step 2: Attaching a checklist
You can send the checklist to another recipient just like you would send any file by email, instant messenger, or save it to a flash drive, network drive, or shared drive.
Step 3: Importing a checklist
Next, the recipient will import the checklist to use it in Caselle applications, see the help topic titled How do I import a checklist?
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