After creating a transaction in the BoldTrail BackOffice application, the next step is adding a checklist. If you drag and drop documents or email any documents to the system they will be automatically saved under the Unsorted tab.
In order to assign them to a place on the checklist, you should select the document you would like to assign and click the Assign to button from the right tab. You will see the list of documents from your checklist. Select the task and your document will be assigned to it. Once the document has been assigned it will disappear from the Unsorted document list.This procedure ensures that documents are appropriately organized and easily accessible within the BoldTrail BackOffice system.
Adding a Document to a Checklist or a Listing
To add a document to a listing or create a new task in your checklist, follow these steps:
Navigate to the relevant transaction and select Action located at the top of your screen.
Click on Add Task to create a new task in your checklist.
Provide a name for the task, assign it to yourself, and enable the option requiring a document to be attached.
Once the task is successfully created, you can upload a document to the task or select a form from the state library for eSignature purposes.
If the required task is missing in the dropdown list, select the Create new option, choose the required checklist, and enter the task name. Once you click Save, the document will disappear from the Unsorted document list and will be assigned to the specified task.Using this method also allows users to attach state library documents for signing purposes, streamlining document workflows.