This is a feature request that is on the development plan. Currently, you can only create one checklist for each compliance event per opportunity type. (Coming soon!)
Articles in this section
- Our forms are copyrighted and we are not allowed to upload them to DocuSign. Does this mean we won't be able to use Command?
- Should we add documents through the DocuSign link or directly to the Compliance tab of CloudMORE settings?
- Can we create more than one checklist for each opportunity type for different sets of transactions such as single family homes, land-only, or for different states?
- How do I edit or rearrange my compliance checklists?
- Where do I access the Compliance Checklists to set them up?
- How will CDAs (DAs) be shared with this process?
- How will compliance work with teams? Typically, their admins handle that.
- We are in a state that does not allow anyone other than X company to have our forms. How will this system work if we can't use DocuSign?
- Will we get notifications when documents are submitted to the market center?
- Where can I access the recordings for the livestreams?