Document Checklist Setup

Below steps are for setting up your document configurations. While the below steps are geared towards setting up a transaction file - All files have the same configuration options. The only difference with other files will be the available conditions Optional Tab can be utilized for adding placeholder documents that won't auto trigger on a file - but are available through the add document button on file

17 steps
|
2 minutes

Add New Checklist Placeholder

Navigate to the corresponding configuration page depending on what checklist file you are looking to add too. example: [clientdomain] .com/admin/configuration/document/transaction

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

Click on the Conditional Tab

Click "Add Conditional Document"

Enter the Name of the Document placeholder

Add a description if desired. This displays in smaller text right underneath the name of the document

Tip! Description is commonly used to indicate document type. i.e - discloure, report, addendum, etc

Set as "No Condition" to treat document as required all the time

Set Document Conditions

Click "Property Type"

Once Property Type is selected - all available property types display under the condition value

Click "Add"

Click "State"

If State is selected - enter the 2 letter abbreviation in lower case in the condition value field. example: tx

Select either of these options to only have the document checklist item trigger based on which side of deal is represented

Restrict Document Access

Click here to edit an existing checklist item

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

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

Add Link or Blank form template to document placeholder

Select if a file or a link

Click "Update" after selecting the file or pasting in the link

The above step puts the file or link here on the document checklist item

Tip! To rearrange document placeholder list - in the configuration panel you can click and drag the order desired for how the list triggers