> ## Documentation Index > Fetch the complete documentation index at: https://docs.getomni.ai/llms.txt > Use this file to discover all available pages before exploring further. # Checklist Checklist # 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 ### 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 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 Learn how documents are collected Tools available to the agent Retrieve checklist via API