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Pre-instruction check can be specific to office - configuration option

Pre-instruction check can be specific to office - configuration option

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

Available from version 12.145

Configurable option available via self-service configuration, as outlined here
Enterprise customers can request this option to be enabled/customised, click here to contact Reapit Support

When using pre-instruction checklist functionality, a configuration option is available which allows checks to be added (in configuration) which are specific to an office or offices (rather than being available to all offices)

For more information on pre-instruction checklist functionality, click here

From 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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