Changing your Checklist Type

If you accidentally selected the wrong Checklist type when creating your Transaction or Listing file, the process of getting your Checklist corrected is pretty simple. Keep reading to learn how to change your Checklist type.

Please note: If your file currently has a "Lease" Checklist, or you're wanting to change it to a "Lease" Checklist type, this isn't currently possible. Since the Lease files have drastically different fields than a regular sale or listing file, the file would need to be recreated for you with the correct Checklist type. Reach out to the Support Team, and we can assist you with this change. 

STEP-BY-STEP GUIDE

1. From the home page, click on View Listings or View Transactions (or use the Search Bar) to locate your file. Once you've located the file, single-click on the address to open the file.

2. On the first tab of the file, either the Listing tab or the Transaction tab, locate the field where the Checklist is selected. See them below:

Listing:

Transaction: 

3. Once you've located that field, simply use the drop-down menu to select the desired Checklist type. After selecting the new Checklist type, you may see this message: "Changing the Checklist will detach all the docs assigned to it. Each doc will need to be manually reassigned."

To proceed, click "Change Checklist Type" to confirm. 

SUPPORT TIP

Are you seeing a red error message? This typically means that you're trying to change your Checklist to or from some sort of Lease Checklist. Due to the differences between a regular Sale file, and a Lease file, this change currently isn't possible. The file would need to be recreated for you with the correct Checklist type. Reach out to the Support Team, and we can assist you with this change. 

4. After confirming, scroll down to the bottom of the page, and click on the Next button to save your updated Checklist selecting. This is the last step in changing your Checklist type. If you don't click on Next to save your changes, your Checklist type will remain unchanged. 

After changing your Checklist type, if necessary, you can go back to the Checklist and re-attach the docs that were previously attached.  If you don't have the time to re-attach your docs, or if you need some help, feel free to reach out to the Support Team and we're happy to assist. 

If you have any other questions about Updating your Checklist, don't hesitate to contact our 24/7 Support Team! We are are available by phone at 800.507.4117, send an email over to [email protected] or start live chat with us at support.skyslope.com! Happy SkySloping!