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This guide has been reviewed against our global client base and classed as relevant to all regions |
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Available from version 12.145 |
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Configurable option available via self-service configuration, as outlined here |
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 To enable this configuration option, click here to contact Reapit Supportor offices (rather than being available to all offices)
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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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Configuration option which allows pre-instruction checks to be added (in configuration) which are specific to an office or offices |