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Before making changes to AgencyCloud configuration, the relevant guidance provided in this section should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify A key contact can request access to self-service options by contacting Reapit Support here |
1. Access Setup Estate Checks
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2. Setup Checks/Agreements screen This screen allows you to add and update your default new management checks.
To add new checks:
To edit an existing check:
The following settings are available: | |||
Code | Leave blank - will be automatically added when saving | ||
Inactive | If a check is no longer in use, select the check type on the left of the screen and tick the Inactive box, top right (checks cannot be deleted) | ||
Name | Text displayed to users in the new management checks screens | ||
Offices | Choose which offices can use this option - leave blank for all | ||
Allow user to edit/delete | When ticked, users can make changes to the title of the check and also remove it Unticked means the check cannot be changed or removed | ||
Attachment required | When ticked, a document needs to be uploaded for the selected check before it can be marked as complete | ||
Required for deposit release | When ticked, any deposit will be prevented from being released until the selected check is marked as Complete, as outlined here | ||
3. Save changes
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