Add Checkpoint Engage documents in the binder

  1. In the Binder tab, click New and choose Checkpoint Engage.
    • Step 1: Expand a document category in the list, select the number of copies of each item to add, and then click Next.

      Note: You can add a maximum of 10 Checkpoint Engage documents at a time.

    • Step 2: Enter a reference, modify the document title, if needed, select a roll forward treatment for each item, and then click Done.
  2. Click Close to return to the Binder tab.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.


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