Before you can begin using your checklist template you must activate it to turn it on. You can turn your checklist templates on or off as needed and this will control which templates your users will see as available to use.
Step 1:
Log into your relay® account and click on the Activities link at the top of the page.
Step 2:
Click on the Checklist Templates button.
Step 3:
Click on the red "X" next to your template to change it to an active status. The icon will change to a green check mark and the template will then be available to apply to your transactions.
