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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

The option to set up a pre-acceptance offer checklist is available for sales properties - when in place, an offer cannot be marked as accepted until all checks are marked as complete (or not needed)

The content of the checklist is dependent on company requirements and needs to be configured by via Reapit Support - click here to request this

1. Access checklist

Where configured, the The pre-acceptance offer checklist can be accessed from the Offers screen on a sales property

From the Offers screen:

Select the relevant offer
Each offer has its own checklist
Current status of the pre-acceptance offer checks are shown at the bottom of the screen
Hover over the link to see what is still outstanding
Click the Checks link to access the checklist

2. Completing pre-instruction checks

The types of check displayed is dependent on how your business have chosen to set this up

Use the link to the right of the check to update the status of it
Options are:
Needed, Not Needed, Sent/Arranged, Completed
If your configuration settings allow:
- Click Add check to add further entries to the list
- Click the red cross on the right to remove a check
- Click into the field to edit the check title
The paperclip icon beside the check allows you to attach associated documents - see 2a
The order of the checks can be changed - see 2b

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title	2a. Attaching associated documents

Click the paperclip icon beside the check to access the Document Management screen:

Drag and drop your document over the above window, or click Add and browse to it
The Rename field allows you to change the document name and Type (as you want it to appear in the above window)
Click Accept
The document is displayed in the Document Management window
After clicking Exit, the Document Management screen can be accessed again using the paperclip icon beside the check

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title	2b. Changing the order of the checklist

Hover mouse pointer over the check to move
Click and drag the double-headed arrow icon on left of screen to move the check

3. Updating & completing checks

Hovering over each check shows who last updated it and when
A tick is displayed next to completed checks

Click Exit (top right) to go back to the offers screen

4. When all checks are complete

When all checks are complete the link at the bottom of the offers screen

Click Checks link to re-access the checklist

Versions Compared

Old Version 1

New Version 2

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