Did you know that you can assign documents to the Checklist directly from the Documents tab? Learn how below!
VISUAL GUIDE
STEP-BY-STEP GUIDE
- Open your property file and navigate to the Documents tab.
- On your Documents List, locate the document you want to assign to the Checklist. Check the box to the left of that document to select it.
TIP: You can select more than one document if you want to assign them to the same spot on the Checklist! - Above the Documents List, click Assign.
- In the pop-up window, select the item on the Checklist where you'd like to assign that document.
- Click Assign.
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