Navigate to Settings → Compliance Templates. You have two options:
Option 1: Upload a document
Upload a PDF or document containing your document checklist
Ava extracts the document names and due dates automatically
Option 2: Copy and paste
Click "Paste text"
Paste from a spreadsheet or type your list manually
After uploading
Name your template (e.g., "Buyer Under Contract Compliance", "Listing Compliance")
Check "Share with team" if you want team members to use it
Click Save
Tip
Create different templates for different transaction types - buyer under contract, seller listing, cash transactions, different loan types, different counties, etc.