Workshare Transact, 21 February 2018

Release Date: 21 February 2018

If you want to create a bespoke version of a closing binder for a party, we've got a new feature to help. You can now include files when you replicate a checklist.

To create a bespoke closing binder, first create a new deal by replicating your checklist, including the files. Next, modify the checklist in the new deal so it's relevant to the party, and create the closing binder as you normally would. Voila! A bespoke closing binder.

Image of the checklist with the "Include files" checkbox selected.

Read the step-by-step instructions.

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