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Your online checklist is created.  \nGet started…  \nDownload the template  \nImport  \nFirst you’ll need to get the Excel template provided by Workshare. It’s available for download when you go through the import checklist process in Transact.  \nClick Download sample checklist. An Excel file called TransactImportChecklistTemplate.xlsx is downloaded.  \nSave the file to a location you’ll remember.  \nKeep the deal open until you’ve completed the steps for Import the checklist template described on page 7. If you close the deal before then, you’ll need to create another new deal in order to get the Import checklist dialog needed for those steps.  \n| \u003Cbr>i | To ensure your Excel file has the right format, we recommend using the sample template provided by Workshare rather than creating a file from scratch. The Excel file you import into Transact must have UTF 8 encoding. Additionally, CSV files and XLS files are not officially supported. |\n| --- | --- |\n\nOpen the template  \nImport  \nOpen the template in Excel. You’ll notice there are five column headers in the first row of the template. These headers indicate what content can be imported into the online checklist.  \nThe checklist item will be displayed in the folder named here. Every checklist item must have a folder name for it to be imported.  \nThis will be the name of the checklist item. Every checklist item must have a name for it to be imported.  \nAn optional free text field for a relevant explanation of the checklist item.  \nAn optional free text field to allocate responsibility for the checklist item.  \nAn optional free text field for information relevant to the checklist item (e.g., number of original hard copies required).  \nCopy the content into the template  \nImport  \nCopy the content from your Word checklist or CP Schedule into the Excel template. Each row in the template will become a single item in your online checklist.  \nThe minimum amount you will need to do for the import is:  \nCopy a list of document names into the Document Name column. If you add an entire paragraph of text to the Document Name column (more than 255 characters), Transact will import the first 255 characters as the document name and the full paragraph asthe document description.  \nFor each checklist item, add a folder name to the Folder Name column. You can use copy/paste to ensure each individual item has a folder name.  \nYou can then proceed to add the optional information, as appropriate, to the Document Description, Responsibility and Requirements columns. You can move content from your Word document into the Excel template using the method that suits your working style best, as long as the end result follows the formatting guidelines described on the next page, and as long as you have one checklist item per row.  \nTips for copying content  \n In Word, remove all paragraph spacing between content that needs to be included in one cell. This will make it easier to copy into Excel.  \n If your original document is a Word Checklist, save the table in a new Word document and convert it to text. Adjust the formatting there.  \n CP Schedules often require the corporate documents to be collected for all obligors involved in the transaction. If this is required for your checklist, it’s advisable to replicate all documents in this folder for the numb","cbCaiueh6lxKg9fc","https://ap.wps.com/l/cbCaiueh6lxKg9fc","pdf",1144013,9,"English","# Import a checklist into Workshare Transact\n## Start with your Word checklist\n## Copy it into the Excel template\n## Import the template into Transact\n## Open the template\n## Copy the content into the template\n## Tips for copying content\n## Formatting guidelines","[{\"question\":\"What source documents can you import into Workshare Transact?\",\"answer\":\"You can import from an existing Word checklist or a CP Schedule. Use the import functionality to build the online checklist quickly from these sources.\"},{\"question\":\"How do you create checklist items when filling the Excel template?\",\"answer\":\"Each row in the Excel template becomes a single checklist item. Provide a folder name and a name for every item, and optionally fill description, responsibility, and requirements fields.\"},{\"question\":\"What formatting requirements must the Excel template meet for a successful import?\",\"answer\":\"The import requires an XLSX file type with UTF-8 encoding, a file size of 3MB or less, and a maximum of 600 rows (including the header). All five column headers must be included, and there must be one checklist item per row.\"}]","Workshare Transact - Import checklist getting started guide | PDF",1789196964]