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

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 Support

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

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