Require document to be uploaded on selected checklist items - configuration option

Owned by Fiona Hardy, created
Last updated: Feb 15, 2022
2 min read

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

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)

To enable this configuration option, click here to contact Reapit Support

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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