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How to Access Partner Checklist Templates
How to Access Partner Checklist Templates
Community Checklists are a great way to access templates you're needing for jobs you're working on. Subscribe or save individual templates!
Jasmine Coleman avatar
Written by Jasmine Coleman
Updated over a week ago

In this article

Before You Start

  • To subscribe to Partner Checklists, you must have Admin or Manager permissions with an account on the Premium subscription. Upgrade your plan to take advantage of this feature, this can be done in Billing under Pricing Plans.

  • Restricted vs Non-restricted partners.

    • Restricted templates where permission must be granted by the partner before they’re available to be added to a company

    • Once access has been granted, the requestor will receive an e-mail telling them they’re approved and they can then go into the community and subscribe or add templates individually like normal.

How To Subscribe

  1. Log in to CompanyCam on a web browser.

  2. Open the Community Checklist tab on the left sidebar.

  3. Select which Partner you'd like to receive their Checklists from.

4. Click Subscribe to get all the lists added to your library. You can also select the individual list you'd like to have added to your library, to do this, click on Add.

Accessing Subscribed Templates

  1. Open the project you'd like to add your Checklist in and click the Checklist tab.

  2. Create a Checklist using Existing Templates. Select the Partner Checklist template you'd like to use.

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