 |
How to view a checklist template
KBA-01362
Start managing and tracking all of your transaction activities in relay® and never lose track of important deadlines.
Follow the steps below:
Step 1:
Click on the Activities link at the top of the screen:
Step 2:
Click on the Checklist Templates button:
Step 3:
Click on the Checklist Template you wish to view:
|
In the details, you can view and update:
1. Checklist Details, such as the type and scope
2. Activities
3. Activity Details
|
You can click an activity name to view the activity detail, which includes:
1. Activity Details, such as due dates
2. Attached Documents
3. Document Placeholders
|
|
|
|
|
