I understand there is a feature that updates the broker when a document is submitted for review, but is there a way to only update when a specific checklist item is uploaded? I was thinking using stages for that respect, for example: a broker auditing stage for the Transfer Disclosure Statement. That way a broker gets one email for that instead of the possible dozens for "email me when a doc has been submitted for review".
Created By Alexander Ewing
RequesterHi there,
I understand there is a feature that updates the broker when a document is submitted for review, but is there a way to only update when a specific checklist item is uploaded? I was thinking using stages for that respect, for example: a broker auditing stage for the Transfer Disclosure Statement. That way a broker gets one email for that instead of the possible dozens for "email me when a doc has been submitted for review".
Hope that makes sense.
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