The Checklist Builder

The Checklist Builder is the core tool you use to request information from clients. You construct visual forms by adding different field types to a blank canvas.

You decide exactly what data, files, or signatures the client must provide. The builder updates in real time so you see exactly what the client will see.

Adding Basic Fields

1. Open a project and navigate to the checklist editor.
2. Locate the field block menu on the screen.
3. Drag a Short Text or Long Text block onto the canvas.
4. Click the block to edit its label and description.
5. Toggle the Required switch to enforce completion.

[IMAGE_PLACEHOLDER: The Builder IDE interface showing the drag-and-drop canvas and the available field blocks menu]

Requesting Files and Media

1. Find the Files and Media section in the block menu.
2. Drag the File Upload block into your checklist.
3. Click the block settings to configure limitations.
4. Specify the maximum allowed file size.
5. Select the accepted file extensions.

[IMAGE_PLACEHOLDER: The settings panel for a File Upload block highlighting the max size and allowed extensions inputs]

Organizing with Sections

1. Drag a Section Divider block from the Page Design menu.
2. Place it between distinct groups of questions.
3. Enter a title for the section to guide the client.
4. Change the divider style to solid or dashed.

[IMAGE_PLACEHOLDER: A checklist split into two distinct areas using a Section Divider block]