How to assign a checklist


Checklists help you automate the transaction management process and make sure every task is completed and every document is uploaded.

How do I assign a checklist?

Once you've created a transaction, you can assign an appropriate checklist. From your transaction page, click the +add link above the Checklists section.


In an opened window, you should select the checklist you want to use and an acceptance date. Then click the Add button. Once the checklist has been assigned, you will see a set of tasks and documents that should be completed.

You can have multiple checklists inside a transaction. It is especially useful for creating small separate checklists for things like pre-listing tasks or post-closing tasks, for example.

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