Auto-Applying Checklists

An auto-apply rule watches a transaction's status, side, and label, and adds the checklist when all of them match. Answers to the common questions about what a rule can watch for, combining conditions, dual-sided transactions, and what a rule can't ...

Set a checklist template to add itself to a transaction the moment that transaction's status, side, or label matches the rule you choose. Introduction A new file goes in and the same checklist goes on it. Buyer side gets the buyer list, listing...

Too many checklists landing is the same problem as too few, read from the other side: a rule is matching more transactions than you meant it to. Here's what's usually behind it. Remove the Extra Checklist First Whatever the cause turns out to b...

One rule on a checklist template decides which deals get which paperwork. Design around the three things a rule can't watch and it lands right every time. Introduction The moment your office handles more than one kind of deal, a single checklis...

Almost every time a checklist doesn't land, the rule is fine and the transaction didn't match all of it. Here's how to find the condition that missed. Start Here: Compare the Rule to the Transaction An auto-apply rule fires only when every co...