Checklist templates allow you to easily add all of the activities you will need for a transaction with just a few clicks. You can set up different templates for different types of transactions and include all activities, documents or placeholders, and service provider contacts that you will need for a transaction into one single template.
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 Create Checklist Template button.
Step 4:
Enter a name and description for your checklist template. Then choose a type and availability for the template, this will determine what type of transaction the template can be applied to and who will have access to use the template. You can also use the Auto Apply To menu if you wish to have the template automatically applied to new transactions created of a specific type.
Note: Personal availability means only the template creator can see and use this template. Site Wide availability means the template will be shared and can be used by others in the site. Only an administrator user will have the option to select Site Wide.
Step 5:
Once you have finished making your selections click on the Save Template button to save.
Step 6:
You will then see your checklist templates list with the newly created template. Click on the template name to open it and you can begin adding activities and documents into the template.
See "How to add activities to a checklist template" for detailed information on how to add your activities and documents into the template.
