Documentation

Getting Started

Welcome to CheckIt.so

CheckIt.so is an AI-powered document verification platform that helps you automatically analyze and validate documents against custom checklists. Whether you're reviewing contracts, processing applications, or verifying compliance documents, CheckIt.so saves you time while ensuring accuracy.

1. Create Checklists

Define what you want to verify in your documents

2. Upload Documents

Submit your documents for AI analysis

3. Get Results

Review detailed verification reports

Free Credits! New users receive 1,000 free credits to get started. No credit card required.

Create Free Account Explore Features

Creating Your First Checklist

Build custom verification criteria

A checklist defines what the AI should look for when analyzing your documents. Each checklist contains one or more "checks" - specific items the AI will verify.

1

Navigate to Dashboard

From your dashboard, click the "Create Checklist" button. You'll be taken to the checklist creation form.

2

Name Your Checklist

Give your checklist a descriptive name (e.g., "Contract Compliance Check" or "Resume Screening"). Add an optional description to help you remember its purpose.

3

Add Shared Context (Optional)

If all checks need the same background information, add it to the Shared Context field. This context will be included with every check.

4

Create Your First Check

Each check requires:

Name: A short, descriptive title
Prompt: Clear instructions for what the AI should verify
Output Type: Choose between Yes/No, Rating (1-10), Category, Analysis, or Information Extraction (which can also be used for analysis tasks)
AI Model: Select which model to use (GPT-4o, Claude, Gemini, etc.)

5

Add Verifiers (Optional)

For higher confidence, add verification agents. These independent AI models will cross-check the primary result without seeing the original analysis.

6

Save Your Checklist

Click "Save Checklist" to save. Your checklist is now ready to use on any documents!

Pro Tip: Start with simple Yes/No checks and gradually add more complex verification as you learn what works best for your documents.

Using the AI Wizard

Let AI help you create checklists

Not sure what checks to include? The AI Wizard guides you through an interactive conversation to understand your needs and generates a complete checklist for you.

1

Start the Wizard

From your dashboard, click "AI Wizard" to begin. The wizard will greet you and ask about your document verification needs.

2

Describe Your Documents

Tell the wizard what type of documents you'll be analyzing (contracts, resumes, invoices, etc.) and what you need to verify.

3

Upload Reference Files (Optional)

You can upload sample documents or templates to help the wizard understand your requirements better. This improves the quality of generated checks.

4

Answer Follow-up Questions

The wizard may ask clarifying questions about industry standards, compliance requirements, or specific criteria you need to check.

5

Review Generated Checklist

Once the wizard has enough information, it generates a complete checklist. Review the suggested checks and make any adjustments needed.

6

Save and Use

Click "Use This Checklist" to save it to your library. You can edit it anytime or start using it immediately.

Example Conversation

You:

"I need to review employment contracts to make sure they include all required clauses."

AI Wizard:

"Great! I can help with that. What type of employment contracts are these - full-time, part-time, or contractor agreements? And are there any specific clauses that are legally required in your jurisdiction?"

Uploading Documents

Submit files for AI analysis

Supported File Formats

PDF - Documents, scans

Word - .doc, .docx

Text - .txt files

Images - PNG, JPG, JPEG

CSV - Spreadsheet data

1

Select a Checklist

From your dashboard, find the checklist you want to use and click "Upload Documents" or "Run".

2

Upload Your Files

Drag and drop files onto the upload area, or click to browse. You can upload multiple documents at once (up to 10MB per file).

3

Start the Job

Review your selected files and click "Start Analysis". The system will estimate the credit cost before processing begins.

4

Monitor Progress

Watch real-time progress as the AI processes each document. You'll see status updates for each check being performed.

File Size Limit: Each file can be up to 10MB. For larger documents, consider splitting them into smaller sections.

Understanding Results

Reading your verification report

After processing completes, you'll receive a detailed verification report. Here's how to interpret it:

Result Types

Pass

The document meets the verification criteria

Fail

The document doesn't meet the criteria

Confidence Scores

When verifiers are enabled, you'll see agreement percentages:

100%

All verifiers agree

67%

2 of 3 verifiers agree

33%

Significant disagreement

Report Sections

Summary
Overall pass/fail status and quick statistics for all checks
Individual Check Results
Detailed results for each check including the AI's reasoning
Verifier Results
Independent verification results and agreement scores
Processing Logs
Complete audit trail showing exactly how each decision was made

Export Options: Download your results as a PDF report for sharing or archiving, or as a CSV spreadsheet for further analysis in Excel or other tools.

Buying Credits

Understanding the credit system

How Credits Work

Credits are used each time the AI processes a document. The cost depends on the complexity of your checklist and the AI models used.

Credit Costs

Each check uses credits based on the AI model selected
Verifiers use additional credits per verification
Advanced models (flagship, Gemini 3, GPT-5 series, Claude 4.5) cost more than basic models (flash or mini models)
Credit usage is shown before processing starts

Free Credits

New accounts receive 1,000 free credits
Credits never expire
Try all features risk-free
No credit card required to start

How to Purchase Credits

1

Go to Buy Credits

Click on "Credits" in the navigation bar, then select "Buy Credits" from the dropdown menu.

2

Select Credit Bundle

Choose how many credits you need. Credits are sold in bundles of 100 at $9.99 per bundle.

3

Complete Payment

Checkout is powered by Stripe for secure payment processing. Accept all major credit cards.

4

Credits Added Instantly

Your credits are added to your account immediately after payment. Start using them right away!

Sharing Checklists

Collaborate with team members

Share your checklists privately with specific team members or colleagues. When you share a checklist, the recipient gets their own copy to use and customize.

1

Open Sharing Options

From your dashboard, click the "Share" button next to the checklist you want to share.

2

Enter Recipient Email

Type the email address of the CheckIt.so user you want to share with. They must have an existing account.

3

Send Invitation

Click "Share" to send the invitation. The recipient will receive an email notification and see the share request in their dashboard.

4

Recipient Accepts

When they accept, a copy of your checklist is added to their library. They can then customize it for their own use.

Note: Sharing creates a copy for the recipient. Changes you make to your checklist won't affect their copy, and vice versa.

Publishing Checklists

Let anyone use your checklist

Publishing a checklist makes it publicly accessible via a unique URL. Anyone with the link can upload documents and run your checklist - without needing an account. This is perfect for collecting documents from clients, applicants, or external partners.

Important: Credits for public submissions are deducted from your account. Make sure you have enough credits before publishing.

How to Publish a Checklist

1

Open Checklist Settings

From your dashboard, find the checklist you want to publish and click on it to open the settings or use the menu options.

2

Click "Publish"

Click the "Publish" button to make your checklist publicly accessible. You can add an optional public description to explain what the checklist does.

3

Copy Your Public Link

Once published, you'll get a unique public URL. Share this link with anyone who needs to submit documents for verification.

4

Track Submissions

Public submissions appear in your job history with a special indicator. You can see who submitted (IP address, optional email) and review all results.

How It Works for Visitors

Open Link

Visitor opens your public checklist URL

Upload Documents

They upload their files - no account needed

Get Results

Results are shown via a secure access token

Unpublishing

You can unpublish your checklist at any time. Once unpublished, the public link will no longer work and no new submissions can be made. Existing job results remain accessible.

Template Library: The Template Library is a curated collection of pre-built checklists managed by CheckIt.so administrators. If you'd like your checklist to be featured in the Template Library, please contact us via the feedback form.