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Status Duplicate / Existing Functionality
Workspace E-Closing Core
Categories Enhancements
Created by Guest
Created on Jul 25, 2022

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Checklists should appear once a checklist is chosen on the Create a File page, or make THAT a choice, to appear or not.

It is time consuming to choose & add each item in a checklist so that it will show up

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  • Admin
    Alyssa LeMay
    Reply
    |     Jul 27, 2022

    Hello

    The way the checklists work is they are based on a Scheduled Start Date and Scheduled Completion Date. If they are set to start in the future, they won't show on the checklist in the file until they are due to start. If you need further assistance you can contact our Support team at 603-485-7951 or support@e-closing.com.

    Thank you,

    E-Closing