This article will teach you about updating already sent Checklist links
Updating a Sent Checklist allows you to change the documents you are requesting, change the expiration date, and much more. You also provide your borrower with one link to access instead of having them worry about which link to use at any given time.
To update a Sent Checklist, please take the following steps:
- Navigate to the checklist you want to update
- Click on the paper airplane icon in the vertical list of icons.
- This will bring up the menu showing the list of all checklist links that have been sent from this checklist.
- Click on the Actions button, and select Edit.
- Note: If you click “View”, you will be able to see the details of the checklist, including who it was sent to, the expiration date, the documents requested and attached files, as well as the password. From here, you can also look at the borrower’s view. Simply click the far-right icon next to the password to copy it, and then click the “Client View” button at the bottom to access the link. Paste in the password and you can see your borrower’s view.
- In the “Edit” menu you will see similar options to when you originally sent the link. Make the changes you need to make, and click "Update" or "Update and Send"
- Update will change the checklist to reflect your changes (for example, if you removed a required Doc Title, it will not longer be visible as a requirement when the borrower logs into the checklist
- Update and Send will do the same as above, but will also send another email to the borrower.
- Click cancel if you do not want to save the changes.
Here is a short video that shows the items discussed above!