Can I make a checklist in Prolegis?

The Progess Dashboard

Prolegis' checklists, or the Progress Dashboard, outlines the steps needed to complete a transaction.  Prolegis has both built-in and customizable checklist capabilities.  More than a simple checklist, Prolegis's Progress Dashboard steps

• can be linked to key documents
  • upload
    
  • creation
• automatically complete based on work completed in the file
  
• can trigger automated notifications to clients, realtors and mortgage brokers
  
• can be assigned to other team members
  
• can be used to track all like outstanding steps in the practice (for example, Payout Not Received)
  
• create the foundation for the Work Step Overview, a dashboard where the transactional health of the practice is displayed

Use Prolegis' built-in checklists

When you navigate to your matter, the default screen is the Progress Dashboard screen.

To open the Pre-Closing, Closing and Post-Closing menu items click the chevron to the left of the label.

To upload a document to a step click the chevron and either use the upload dialogue or drag and drop the document

To create a document click the "Create" button

To mark a step complete or trigger an automated notification, click the box next to Complete?

Assign the task to complete the step to another team member.  The task will show up in the list of tasks for the assigned team member.