Can use drag & drop for files to be added to checklists
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
Available from version 12.183
When storing files on checklists, it is now possible to drag and drop a file to include it against a check
This covers the custom sales progress milestone checks (introduced in 12.178), plus all other checklists such as pre-instruction, re-let, pre-acceptance offer, pre & post tenancy, tenancy, renewal, certificate, supplier & management (for block management)
This update provides greater efficiency when storing documents required for checks
For more information on:
checklist functionality, click here: Checklists overview
advanced custom sales progress milestone checks:
Advanced custom sales progress milestones - configuration option
From checklist, for example - Pre-Instruction Checks:
|
Related articles