Document Checklist Setup
20 steps
2 minutes
Add New Checklist Placeholder
1
Click the Configuration wheel icon.
2
Click the "Document List" option.
3
Click "Transaction"
4
Click the "Conditional" tab.
5
The "Transaction Document Configuration" will display.
It is recommended to build all checklist items under the Conditional tab. This approach allows you to manage the full order of items effectively. If a document is always required, simply leave the condition unset, and it will be treated as mandatory.
6
Click the "Add Conditional Document" button.
7
Enter the Name of the Document placeholder
8
Add a description if desired. This displays in smaller text right underneath the name of the document
The Description field is commonly used to indicate document type. i.e - disclosure, report, addendum, etc
9
Set as "No Condition" to treat document as required all the time
Set Document Conditions
10
Select "Property Type" from the Condition dropdown menu.
Only one condition can be selected at a time.
11
Once Property Type is selected - all available property types display under the condition value
12
Click the "Add" button.
13
Click "State"
14
If State is selected - enter the 2-letter abbreviation in lower case in the condition value field. Example: tx
15
Select either of these options to only have the document checklist item trigger based on which side of deal is represented
Restrict Document Access
16
Click here to edit an existing checklist item
\[SELLER\] = Restricts document visibility to only listing side agents\ \[BUYER\] = Restricts document visibility to only buying side agents\ \[ADMIN\] = Restricts document visibility to only Administrators\ \[ACCOUNTING = Restricts document visibility to *only* Admins with *full* Accounting permissions\ \[COMMISSION\] = Restricts document visibility to *only* Admins with Commissions permissions\ \ ***Important to Know***: Prefixes are case sensitive.
17
Add corresponding [PREFIX] in front of name to restrict document visibility. Example below:
Add Link or Blank form template to document placeholder
18
Select if a file or a link
19
Click "Update" after selecting the file or pasting in the link
20
The above step puts the file or link here on the document checklist item
To rearrange document placeholder list - in the configuration panel you can click and drag the order desired for how the list triggers
Document Checklist Setup
20 steps
2 minutes
Add New Checklist Placeholder
1
Click the Configuration wheel icon.
2
Click the "Document List" option.
3
Click "Transaction"
4
Click the "Conditional" tab.
5
The "Transaction Document Configuration" will display.
It is recommended to build all checklist items under the Conditional tab. This approach allows you to manage the full order of items effectively. If a document is always required, simply leave the condition unset, and it will be treated as mandatory.
6
Click the "Add Conditional Document" button.
7
Enter the Name of the Document placeholder
8
Add a description if desired. This displays in smaller text right underneath the name of the document
The Description field is commonly used to indicate document type. i.e - disclosure, report, addendum, etc
9
Set as "No Condition" to treat document as required all the time
Set Document Conditions
10
Select "Property Type" from the Condition dropdown menu.
Only one condition can be selected at a time.
11
Once Property Type is selected - all available property types display under the condition value
12
Click the "Add" button.
13
Click "State"
14
If State is selected - enter the 2-letter abbreviation in lower case in the condition value field. Example: tx
15
Select either of these options to only have the document checklist item trigger based on which side of deal is represented
Restrict Document Access
16
Click here to edit an existing checklist item
\[SELLER\] = Restricts document visibility to only listing side agents\ \[BUYER\] = Restricts document visibility to only buying side agents\ \[ADMIN\] = Restricts document visibility to only Administrators\ \[ACCOUNTING = Restricts document visibility to *only* Admins with *full* Accounting permissions\ \[COMMISSION\] = Restricts document visibility to *only* Admins with Commissions permissions\ \ ***Important to Know***: Prefixes are case sensitive.
17
Add corresponding [PREFIX] in front of name to restrict document visibility. Example below:
Add Link or Blank form template to document placeholder
18
Select if a file or a link
19
Click "Update" after selecting the file or pasting in the link
20
The above step puts the file or link here on the document checklist item
To rearrange document placeholder list - in the configuration panel you can click and drag the order desired for how the list triggers
