Heads Up!

It takes 'Configuration' permission level to create/edit/delete sections for document files

Select the type of file you want to create sections for

Click "Add" to create sections or add new ones

Enter name of section.  Repeat steps 4 & 5 for each section needed

REQUIRED DOCUMENTS:
IF APPLICABLE DOCUMENTS:
DISCLOSURES:

Set a document checklist item to a section

Select the section for document from dropdown menu

Can verify which document is set for each section in this column

Tip!\
Any updates made to document file configuration will not take place until next new file is created.  Updates will not retro-actively effect existing files.

Tip!\
users can still drag and drop files to different sections within the file

Brokerageengine

These steps cover how to create document sections within your document files and also how to set which documents should auto trigger within those sections.

Create Document List Sections

Create Sections

Set a document checklist item to a section

Verify document File layout