Document Checklist Setup | Scribe

Document Checklist Setup

  • 17 steps |
  • 2 minutes

    Add New Checklist Placeholder

    1
    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
    2
    Click on the Conditional Tab
    3
    Click "Add Conditional Document"
    4
    Enter the Name of the Document placeholder
    5
    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
    6
    Set as "No Condition" to treat document as required all the time

    Set Document Conditions

    7
    Click "Property Type"
    8
    Once Property Type is selected - all available property types display under the condition value
    9
    Click "Add"
    10
    Click "State"
    11
    If State is selected - enter the 2 letter abbreviation in lower case in the condition value field. example: tx
    12
    Select either of these options to only have the document checklist item trigger based on which side of deal is represented

    Restrict Document Access

    13
    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
    14
    Add corresponding [PREFIX] in front of name to restrict document visibility. Example below: