Document Page Count Indicator for Checklists

A Checklist is comprised of a document file only currently. What if the Checklist item also had a page counter.

For instance, if the Checklist item for a Sales Contract by default indicated that you need to have 8 pages in the document file. But when an agent uploaded only 4 or 7, or some number other than 8 to complete the Checklist item, the system indicated that they were short (over) x number of pages for the Checklist item? Both the Admin and the Agent would see this.

There are ways to game the system here, so this would only be used as an indicator for the agent / admin in case they attached the wrong document to the Checklist. It would not be a definitive statement, only that the documents placed in the Checklist are cumulatively short on pages generally required for the Checklist item.

Tyler Smith

November 07, 2018 17:41

Hi Lsease,

Thanks for the suggestion here - I will pin this to the top to see what other users find this to be a feature they may also want to see. One question I have for you, are you finding it very common that your agents are uploading the wrong amount of documents or partial document pages that don't include the full document required on the checklist?

Document Page Count Indicator for Checklists

Comments

Didn't find what you were looking for?