> ## Documentation Index
> Fetch the complete documentation index at: https://docs.monumint.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Checklist

![Checklist](https://mintcdn.com/omniai/mVJIVtQPNa61aa_S/images/ai-agent/agent-checklist.png?fit=max\&auto=format\&n=mVJIVtQPNa61aa_S\&q=85\&s=f29d0d74b0ea16372727c9500aa5cf67)

# Checklist

The agent's main goal is to collect information from leads and help them complete the onboarding process. The checklist defines what information and documents are required from each applicant.

## Overview

The checklist is a structured list of items that need to be collected from leads. Each item can be:

* **Required or optional**: Mark which items are mandatory
* **Different field types**: Text, file upload, date, address, EIN, etc.
* **Validated**: Configure validation rules for each item
* **Grouped**: Organize items into logical groups

## Setting Up Your Checklist

### 1. Create Checklist Groups

Organize your checklist items into groups (e.g., "Business Information", "Financial Documents", "Ownership Information").

### 2. Add Checklist Items

For each item, configure:

* **Label**: Display name for the item
* **Field type**: What kind of data is expected (text, file, date, etc.)
* **Required**: Whether this item is mandatory
* **Validation rules**: Custom validation logic
* **Help text**: Guidance for applicants
* **Client instructions**: Instructions shown to applicants
* **Re-confirm after**: How long an answer stays trusted, as a number of days,
  weeks, or calendar months. When a lead comes back after this long, either in
  a new application or after going quiet mid-application, the agent asks them
  to confirm the answer on file instead of treating it as current. Leave it
  blank for answers that never change, such as a date of birth.

### 3. Configure Validation

Set up validation rules for each checklist item:

* **Format validation**: Ensure data matches expected format
* **Document validation**: Validate uploaded documents
* **Custom rules**: Define custom validation logic

> [!NOTE]
>
> When the agent receives a document, it will try to classify the document and
> see if it matches one of the checklist items. If yes, then it will apply the
> validation rules to the document.

## Field Types

Supported field types include:

* **TEXT**: Free-form text input
* **FILE**: Document upload
* **DATE**: Date picker
* **ADDRESS**: Address input
* **EIN**: Employer Identification Number
* **Custom types**: Additional field types as needed

## Document Matching

The agent automatically:

1. **Classifies documents** to identify their type
2. **Matches documents** to checklist items
3. **Validates documents** against configured rules
4. **Extracts data** from documents to populate checklist items

## Related Guides

> [card] [Document Collection](https://docs.monumint.com/use-cases/document-collection-email.md)
>
> Learn how documents are collected

> [card] [Agent Tools](https://docs.monumint.com/ai-agent/tools.md)
>
> Tools available to the agent

> [card] [Get Checklist API](https://docs.monumint.com/api-reference/leads/get-lead-checklist.md)
>
> Retrieve checklist via API


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