How to apply a checklist template to your transaction

If you or your administrator has created checklist templates in your site you can apply those templates to your transaction to save you time.

Step 1:

Open your transaction and click on the Checklist tab.

Step 2:

Click on the Apply Checklist button.

Step 3:

Select the desired template and then click Apply Checklist.

Step 4:

You will then need to review your selection and click on Apply Checklist again to confirm the action. All of the items from the selected checklist template will then be added to your transaction.

You can apply as many different checklist templates to your transaction as necessary, however you cannot apply the same checklist template to the transaction more than once.