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

Available from version 12.144

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

A configuration option is available which, when enabled, requires a document to be uploaded in order to mark a checklist item as Completed - this can be applied to one/more items within a checklist

This feature is available within the following checklists: Pre-Tenancy, Post-Tenancy, Pre-Instruction, Offer, Certificate (for more information on the functionality for each checklist, click the corresponding links)

When this feature is enabled, checklist items which require a document to be uploaded are indicated by a document icon to the right of it

  • In the example above, the Tenant Reference Check, Tenant Credit Check and Inventory items each need a document to be uploaded

  • These items cannot be marked as Completed until a document is uploaded

  • Once a document has been uploaded (via the paperclip icon to the right, as usual), the document icon is removed and the check can be marked as Completed

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