Add Checkpoint Engage documents to a binder

If you are licensed for Checkpoint Engage, you can insert Checkpoint Engage and Checkpoint Tools documents into a binder.

Insert Checkpoint Engage documents

  1. From the Projects screen in Checkpoint Engage, select and open a project.
  2. In the Binder tab, choose New > 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.
  3. Click Close to return to the Binder tab.

Insert Checkpoint Tools documents

  1. From the Projects screen in Checkpoint Engage, select and open a project.
  2. In the Binder tab, click New and choose Checkpoint Tools.
  3. In the Checkpoint Tools screen, expand the PPC's Practice Aids section—in the left section of the screen—select a category, and then mark the checkboxes next to documents—in the center section of the screen—to add to the binder.

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

  4. Click the Add button to insert the selected documents into the binder.

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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