What is a checklist preset?
Users with access to system settings can define a checklist that is shown in the review step in an eSign document.
Any changes that you make to the presets won't affect the eSign documents that have already been issued.
Invoicing
bank-account-in-word-template
batch-modify-records
book-a-payment-on-an-invoice
change-the-currency-of-products
create-credit-note-for-the-full-amount
Availability check
how-to-hideunhide-artists-in-availability
how-to-use-the-availability-check
Email
date-and-time-formatting
define-your-spf-record
display-a-logo-in-an-email-signature
domain-authentication
edit-html-in-email-signature
Bookkeeping
bookkeeping-code
bookkeeping-country
bookkeeping-currency
bookkeeping-update-january-2022
ledger-number
Booking requests
add-a-booking-request-form-to-your-site
approve-booking-requests
booking-requests
change-artists-shown-in-a-booking-request-form
customize-booking-request-styling
Setup
artist-profile
artists-visible-in-mobile-app
import-my-existing-contacts
promoter-profile
venue-profile
Files
download-a-selection-of-files
how-much-storage-space-do-i-have-available-in-my-account
make-files-visible-to-external-users
what-are-system-wide-files
Guest list
activating-a-guest-list
how-to-use-guest-lists
Logistics
itinerary-for-a-show
linked-travel-items-in-email-template
Products
change-the-currency-of-products
ledger-number
product-type-84d1e
unit-in-product
vat-rates
Shows
batch-modify-records
can-external-users-change-show-data
change-multiple-shows-at-once
change-the-currency-of-products
exchange-rates
Exporting data
excel-templates
exporting-to-excel
product-type-84d1e
share-artist-schedule-with-another-system-one-client
Personal settings
display-a-logo-in-an-email-signature
edit-html-in-email-signature
Your website
add-a-booking-request-form-to-your-site
api--with-shows-in-json-format
create-an-account-for-a-developer
embed-shows-on-squarespace
embed-shows-on-wix
Integrations with other systems
add-a-booking-request-form-to-your-site
brnnysund-register-integration
connected-accounts
export-email-addresses-for-mass-mailings
google-places-integration
Advancing
invitation-accepted-by-someone-else
managing-advancing-templates
send-an-advancing-request
what-are-personal-message-templates
what-is-advancing
Mobile app
accessing-files-offline-on-ios-devices
accessing-files-offline-on-android-devices
artists-visible-in-mobile-app
configure-free-fields-shown-in-mobile-app
is-there-a-mobile-app
System settings
branding
configure-free-fields-shown-in-mobile-app
create-an-external-user-account
create-an-internal-user-account
managing-free-fields
Address book
batch-modify-records
brnnysund-register-integration
cant-find-address-on-map
company-email-migration
company-with-a-different-postal-address
iCalendar
changes-in-system-one-are-not-appearing-in-google-calendar
customize-icalendar-content-with-icalendar-templates
how-to-create-an-icalendar-feed-for-a-user
how-to-view-an-artists-events-on-external-calendars
icalendar-feed
User management
cant-change-username
create-an-account-for-a-developer
create-an-external-user-account
create-an-internal-user-account
deactivate-an-external-user
Word templates
available-merge-fields
bank-account-in-word-template
date-and-time-formatting
esign-ready-template
how-to-create-or-modify-templates-in-word
Google calendar
changes-in-system-one-are-not-appearing-in-google-calendar
subscribe-to-an-external-google-calendar
Requirements
requirements-to-use-system-one
Flights
airports-database
Security
connected-accounts
help-with-sign-in
sharing-user-accounts
sign-in-with-facebook-removed
support--security
Free fields
configure-free-fields-shown-in-mobile-app
free-field-permission-profile
i-have-many-free-field-profiles-after-the-july-2021-update
Contracts
batch-modify-records
change-the-currency-of-products
document-with-multiple-shows
how-to-delete-a-contract
Subscription
can-i-pay-my-subscription-by-invoice
change-my-billing-details
configure-payment-method
frequently-asked-questions-on-pricing
read-only-subscription
Artist
artist-profile
artists-visible-in-mobile-app
change-artists-shown-in-a-booking-request-form
display--hide-artist-in-filters
how-to-hideunhide-artists-in-availability
Timetable
timetable-in-email-template
timetable-in-icalendar-template
timetable-in-word-template
what-is-a-timetable
eSign
artist-rider-in-esign
can-i-have-my-own-signature-already-on-esign-documents-that-i-sent-out
change-something-specific-in-a-document
create-account-from-esign
do-i-need-another-esignature-service
Bank account
bank-account-in-word-template
setting-up-a-bank-account