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

Available from version 12.183

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:

From checklist, for example: Pre-Instruction Checks:

  • Click and drag the required file over the relevant paperclip icon
    A greyed out icon indicates no document is currently stored

    Doc to be added to check.png

  • The file will be automatically displayed in the Document Management screen

    Doc added.png

  • The usual document management options are available via a right-click (such as Rename and change Document type)

    Doc added - right-click options.png

  • Close the Document Management screen to return to the checklist
    The paperclip icon will be blue to indicate a document is stored for the check

    Doc added - check screen.png

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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