How to apply a Checklist Template to an existing transaction KBA-01356
Description
Start managing and tracking all of your transaction activities in relay® and never lose track of important deadlines.
Please Note:
Pre-Contract Checklist Templates can only be applied to Pre-Contract Transactions, and Post-Contract Checklist Templates can only be applied to Post-Contract Transactions.
You will need to create a Checklist Template before you can apply one to a transaction. To learn how to create a Checklist Template please read Knowledge Base Article KBA-01359.
Solution
Follow the steps below:
Step 1:
Open the transaction that you wish to apply a Checklist Template to, and then click on the Checklist tab:
Step 2:
Click on Apply Checklist:
Step 3:
Select the Checklist Template you wish to add to this transaction from the list of available Checklist Templates, and then click on the Apply Checklist button:
Step 4:
Click on the Apply Checklist button to confirm:
When you add a Checklist Template, all of the activities and documents in that Checklist Template are added to your relay® Transaction automatically.
