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This guide has been reviewed against our global client base and classed as relevant to all regions

Panel
panelIconId1f5d3
panelIcon:calendar_spiral:
panelIconText🗓️
bgColor#FFEBE6

Available from version 12.145

Panel
panelIconId1f527
panelIcon:wrench:
panelIconText🔧
bgColor#EAE6FF

Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support

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 version 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

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