Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

When using pre-instruction checklist functionality, from AgencyCloud 12.145+, a configuration option is available which allows checks to be added (in configuration) which are specific to an office or offices
(rather than being available to all offices)

To enable this configuration option, click here to contact Reapit Support

Tip

For more information on pre-instruction checklist functionality, click here

From AgencyCloud 12.144+, a key contact can request access to the Setup Checks & Agreements configuration screen where pre-instruction checks are set-up - click here to contact Reapit Support to request this

...

Excerpt
hiddentrue

Configuration option which allows pre-instruction checks to be added (in configuration) which are specific to an office or offices