On this page:

The template manager

In addition to allowing users to access and edit checklist template settings, the template manager will also receive email updates when checklists are completed. Included in this email notification is a PDF copy of the completed checklist. See the below examples for exactly what an external template manager can do.

What can the external template manager do?

Edit checklist templates

The template manager view when editing a checklist template that they are a template manager for.
The template manager view when editing a checklist template that they are a template manager for.

Set up recurring settings, require a signature, grant public access, and add additional template managers

The settings on the right side that are available to the template manager.
The settings on the right side that are available to the template manager.

View checklist template statistics

A Didit template from the template manager view with the ... menu open and the show statistics option highlighted.
A Didit template from the template manager view with the ... menu open and the show statistics option highlighted.

Export and delete the template

A Didit template from the template manager view with the ... menu open and the export and delete options highlighted.
A Didit template from the template manager view with the ... menu open and the export and delete options highlighted.

Login through the web portal to manage a template, even without a Jira or Confluence license.

The Didit customer portal.
The Didit customer portal.

Get notified via email if a checklist is completed.

An example notification to a checklist manager for when a checklist is completed.
An example notification to a checklist manager for when a checklist is completed.

Get notified via email if a checklist is past its due date

An example of the checklist past due email notification for the template manager.
An example of the checklist past due email notification for the template manager.

Link to this page: https://seibert.biz/checklistsmanager