Navigate to the corresponding configuration page depending on what checklist file you are looking to add too.
example: [clientdomain] .com/admin/configuration/document/transaction
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Tip!
Recommended to build all checklist items out under the conditional tab. This way you can manage the full order of them. If a Document is always required - just don't set a condition and it will treat as required
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Click on the Conditional Tab
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Click "Add Conditional Document"
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Enter the Name of the Document placeholder
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Add a description if desired. This displays in smaller text right underneath the name of the document
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Tip!
Description is commonly used to indicate document type. i.e - discloure, report, addendum, etc
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Set as "No Condition" to treat document as required all the time
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Set Document Conditions
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Click "Property Type"
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Once Property Type is selected - all available property types display under the condition value
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Click "Add"
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Click "State"
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If State is selected - enter the 2 letter abbreviation in lower case in the condition value field.
example: tx
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Select either of these options to only have the document checklist item trigger based on which side of deal is represented
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Restrict Document Access
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Click here to edit an existing checklist item
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Alert!
[SELLER] = Restricts document visibility to only listing side agents
[BUYER] = Restricts document visibility to only buying side agents
[ADMIN] = Restricts document visibility to only Administrators
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Add corresponding [PREFIX] in front of name to restrict document visibility.
Example below:
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