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Automatically apply a checklist to transactions in all locations.
Who Can Do This : Master admins.
To automatically apply a Checklist Template to transactions in all locations:
Open Template :
Eith...
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Last Updated: 08/07/2024
in Guides Topics Checklists & Tasks
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Designate an agent-editable task due date to allow agents to set or modify due dates according to their transaction needs. Who Can Do This: Admins with Fully manage checklists and tasks permission can designate agent-editable task due d...
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Last Updated: 08/07/2024
in Guides Topics Checklists & Tasks
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Set Relative Due Dates for tasks on Checklist Templates, ensuring their due dates automatically adjust based on important transaction dates once added to transactions.
Who Can Do This : Admins with .
To set a task's Relative ...
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Set up Matching Task and Doc Names to support Smart Task-Doc Matching on transactions.
Who Can Do This : Admins with .
To support Smart Task-Doc Matching on transactions:
Go To Doc Names :
Click your...
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Last Updated: 08/05/2024
in Guides Topics Checklists & Tasks
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Last Updated: 08/05/2024
in Guides Topics Checklists & Tasks
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Hide checklists from all locations to only show those that belong to the transaction's location as available when manually adding checklists to transactions. Who Can Do This : can set account-wide preferences. To hide Checklist Completio...
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Set Relative Due Dates for tasks on transactions so their due dates automatically adjust based on important transaction dates.
Who Can Do This : Admins with .
To set a Relative Due Date for a task on a transaction:
...