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

# How to fill in a handover checklist

> Fill in your handover checklist on screen from the order, add photos of any damage from a phone, and keep it as a PDF on the order.

> [card] [Open in TWICE Admin](https://admin.twicecommerce.com/orders)
>
> orders

Fill in the handover checklist on screen from the order, photograph any damage with a phone, and keep both as one PDF on the order's **Documents** tab. [Order Documents](https://www.twicecommerce.com/docs/orders/order-tabs/documents.md) explains created documents and their attachments.

## Prerequisites

> [!WARNING]
>
> **Required permissions:** **Create and edit orders** to create a document on an order (`orders:order_documents:create`) and to upload its photos. Every built-in role holds it, Member included. Building the template and its shortcut takes an Owner or Admin. See [Users & Roles](https://www.twicecommerce.com/docs/settings/users-roles.md).

> [!NOTE]
>
> **Have ready before you start:**
>
> * **A checklist template** with the boxes and fields of your paper form, active for orders. Build it under **Settings → Documents**. See [Documents settings](https://www.twicecommerce.com/docs/settings/documents.md).
> * **A document shortcut** for the template in the order's side panel, added under **Settings → Orders → Order view**. See [Order view](https://www.twicecommerce.com/docs/settings/orders/order-view.md).
> * **A phone or tablet with a camera**, for the damage photos.

## The walkthrough

**1. Open the order**

Open **Orders** and enter the order's reference or the customer's name in **Search all orders**. With more than one location, check the location selector in the top-left corner first. Click the order's row. The order opens on its **Summary** tab.

![The Orders table with an order's reference in Search all orders and the order's row highlighted](https://mintcdn.com/twicecommerce/Xb60y2g9KnzGSZm2/images/guide-fill-in-a-handover-checklist-01.webp?fit=max\&auto=format\&n=Xb60y2g9KnzGSZm2\&q=85\&s=589c037d47b601cf2a6b1249f73e1386)

**2. Click the checklist's shortcut**

In the **Shortcuts** card at the top of the side panel, click **Create** followed by the checklist's name, such as **Create Handover checklist**. A dialog opens on the checklist, with **File name** above it.

![The Shortcuts card at the top of an order's side panel, with the Create button for the checklist highlighted](https://mintcdn.com/twicecommerce/Xb60y2g9KnzGSZm2/images/guide-fill-in-a-handover-checklist-02.webp?fit=max\&auto=format\&n=Xb60y2g9KnzGSZm2\&q=85\&s=6418fc30e8985db69f871413980ddd8e)

**3. Fill in the checklist**

Tick the boxes, choose the options and type your notes in the checklist itself. Every field is kept in the PDF as you leave it.

![The checklist dialog with two boxes ticked, an option chosen and a note typed, the first ticked box and the notes field highlighted](https://mintcdn.com/twicecommerce/Xb60y2g9KnzGSZm2/images/guide-fill-in-a-handover-checklist-03.webp?fit=max\&auto=format\&n=Xb60y2g9KnzGSZm2\&q=85\&s=f80f24c592f1ff23908aaf5fb8da3c70)

**4. Click Add attachments**

Click **Add attachments** in the bottom-left corner of the dialog. The file manager opens on the order's folder. Its bottom-left corner reads **Use another device**, above a QR code.

![The bottom of the checklist dialog with Add attachments highlighted in the bottom-left corner](https://mintcdn.com/twicecommerce/Xb60y2g9KnzGSZm2/images/guide-fill-in-a-handover-checklist-04.webp?fit=max\&auto=format\&n=Xb60y2g9KnzGSZm2\&q=85\&s=3c08032dd3d9b5312045223cba577c59)

**5. Scan the QR code with your phone**

Scan the QR code under **Use another device** with the camera of your phone or tablet, and open the link it offers. The phone opens a page headed **Upload media**.

![The file manager on the order's folder, with the Use another device panel and its blurred QR code highlighted](https://mintcdn.com/twicecommerce/Xb60y2g9KnzGSZm2/images/guide-fill-in-a-handover-checklist-05.webp?fit=max\&auto=format\&n=Xb60y2g9KnzGSZm2\&q=85\&s=aaed0f8336085bf2feb8b9f2ac4642d3)

**6. Photograph the damage**

On the phone, tap the camera button above **"Tap to take photo or upload from device"** and take the photo. The phone confirms it, such as **1 photo uploaded**. Tap **Take another photo** for the next one. On screen, the file manager moves to **Browse files** with the new photos ticked.

![The Upload media page on a phone with the camera button highlighted](https://mintcdn.com/twicecommerce/Xb60y2g9KnzGSZm2/images/guide-fill-in-a-handover-checklist-06.webp?fit=max\&auto=format\&n=Xb60y2g9KnzGSZm2\&q=85\&s=a148bd40bf749a05dbbdcbd0fff46386)

**7. Save the photos to the checklist**

Click **Save selected** in the bottom-right corner of the file manager. The label counts the ticked photos, such as **Save selected (2)**. The file manager closes, and the dialog lists the photos under **Attachments**, below the checklist.

![The file manager on Browse files with two uploaded photos ticked and Save selected highlighted](https://mintcdn.com/twicecommerce/Xb60y2g9KnzGSZm2/images/guide-fill-in-a-handover-checklist-07.webp?fit=max\&auto=format\&n=Xb60y2g9KnzGSZm2\&q=85\&s=dc9d4de3847183992d01ca5ca210a6b6)

**8. Create the PDF**

Check **File name** at the top of the dialog and the photos under **Attachments**, then click **Create** in the bottom-right corner. **Document created successfully** confirms it, and the dialog closes. Nothing on the order asks for a checklist, so an order starts and closes without one if nobody creates it.

![The filled-in checklist dialog with File name, the Attachments list and Create highlighted](https://mintcdn.com/twicecommerce/Xb60y2g9KnzGSZm2/images/guide-fill-in-a-handover-checklist-08.webp?fit=max\&auto=format\&n=Xb60y2g9KnzGSZm2\&q=85\&s=da7b1f3311999476d328e6744a3d63a5)

**9. Open it from the Documents tab**

Click the order's **Documents** tab. The checklist is listed under its file name. Click its row to open the PDF in a new browser tab: the checklist ends in an **Attachments** list naming every file, and each photo follows on a page of its own.

![An order's Documents tab with the tab and the checklist's PDF row highlighted](https://mintcdn.com/twicecommerce/Xb60y2g9KnzGSZm2/images/guide-fill-in-a-handover-checklist-09.webp?fit=max\&auto=format\&n=Xb60y2g9KnzGSZm2\&q=85\&s=e932975811df627cb63545fcb886af21)

## How do I know it worked?

* **The checklist is listed on the order's Documents tab** under the file name you gave it.
* **The PDF shows what you ticked, chose and typed**, as you left it.
* **Each photo is a page of its own** after the checklist, and the **Attachments** list at the end of the checklist names every file.

## Troubleshooting / common pitfalls

> [accordion] There is no Shortcuts card on the order
>
> If the side panel is closed, click the button at the right end of the tab row. Otherwise no shortcut can show: none is set, its template is no longer active for orders, or your role cannot create order documents. Open the **Documents** tab, click **Add**, choose **Create from template** and pick the checklist instead. See [Order view](https://www.twicecommerce.com/docs/settings/orders/order-view.md).

> [accordion] Damage marked on the last checklist is missing from this one
>
> A checklist keeps what you entered in its own PDF, and a new one starts from the template again. Nothing reaches the stock item either, so record new damage on the stock item, where the next colleague sees it. See [Record a damaged item](https://www.twicecommerce.com/docs/guides/orders/record-a-damaged-item.md).

> [accordion] The customer has to sign the checklist
>
> The checklist takes no signature on screen. Open the PDF from the **Documents** tab and print it for the customer to sign. Add a photo of the signed copy with **Add → Upload** on the same tab, which offers the same QR code. See [Order Documents](https://www.twicecommerce.com/docs/orders/order-tabs/documents.md).

## Related articles

> [card] [Order Documents](https://www.twicecommerce.com/docs/orders/order-tabs/documents.md)
>
> Created documents, their attachments and the files on an order.

> [card] [Documents settings](https://www.twicecommerce.com/docs/settings/documents.md)
>
> Build the templates a checklist is created from.

> [card] [Order view](https://www.twicecommerce.com/docs/settings/orders/order-view.md)
>
> Add the document shortcut to the order's side panel.

> [card] [Record a damaged item](https://www.twicecommerce.com/docs/guides/orders/record-a-damaged-item.md)
>
> Note the damage on the stock item and keep it out of service.

> [card] [Returns and damage](https://www.twicecommerce.com/docs/guides/orders/handle-a-return)
>
> Every walkthrough for taking items back.


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