Currently, templates marked as "Intake" do not appear as a document option for checklist items even when they are set to be for the intake phase. Only "Case" templates do. Allowing this functionality would make things more organized and minimize margin for error.
Guest
It is bizarre that it works this way preventing us from attaching a document to the intake portion of the checklist because you have to designate it as an Intake Template to use it as Generate Document in the intake phase.