Where to Find Transaction Settings
There are two places to access Transaction Settings:
Click the gear icon next to the New Transaction button
Or, go to the left sidebar, click Settings, then Transactions
Both paths open the same screen, where youâll find four sections: Document Checklists, Task Checklists, Custom Terms, and Transaction Labels.
Document Checklists
Each list shows how many documents it holds. The three dots beside it edit, clone or delete the whole list.
This powers the Documents section of every transaction, letting you build a compliance checklist for both the Buyer side and Listing side.
Managing an existing list: Click the three dots next to a list to:
Edit it
Clone it
Delete it
Creating a new list:
Select Buyer or Listing at the top of the page
Click Add Buyer documents checklist (Add Listing documents checklist on the Listing side)
Give it a title and click Add Checklist
Click Add document on the new list, then for each item:
Name the item
Add any help text or notes
Choose whether it should be required: tick Only required if applicable for a document that is only needed on some transactions
Click Add Document
Continue adding items until your list is complete
There is no Save button: each change is saved as you make it
Adding a list to new transactions automatically: Turn on Auto-add to new Buyer transactions (Listing on the Listing side) on a list, and every new transaction on that side starts with that list already on it. Transactions that already exist are not changed.
Task Checklists
A task checklist, with the assignee and due date each task will carry once a transaction uses it.
This powers the Tasks section of every transaction, and works the same way as the Document Checklist â with separate lists for Buyer Task and Listing Task.
Managing an existing list: Click the down arrow to expand a list and see everything included. Click the three dots to edit or delete it.
Creating a new list:
Select Buyer or Listing at the top of the page
Click Add Buyer tasks checklist (Add Listing tasks checklist on the Listing side), give it a title and click Add Checklist
Add your checklist tasks one by one with Add task
There is no Save button: each task is saved as soon as you add it
Adding a list to new transactions automatically: Task checklists have the same Auto-add to new Buyer transactions toggle (Listing on the Listing side). With it on, every new transaction on that side starts with these tasks already on it. Transactions that already exist are not changed.
Custom Terms
Terms sections and the fields inside them. Add Custom Field appends to the section you are looking at.
This powers the Terms section you see when you click into a transaction, with separate settings for Buyer and Listing side.
Click the arrow to expand and view the existing sections. Click the arrow next to a section to see everything currently included.
Adding a custom field:
Click Add Custom Field
Enter the field title
Enter the field text
Choose the field type: Date, Currency, or Dropdown
For drop downs, add your list of options
Click Add Field
Organizing custom fields:
Reorder fields by clicking and dragging them into place
Delete a field by clicking the delete icon next to it
Transaction Labels
This powers the labels you can add to any transaction. Account admins create the labels here, each with a name, color and optional icon, up to a small catalog shared by the whole account.
Anyone with the manage-labels permission sees a link to this page from the label picker on a transaction, next to its buyer/listing badge, so new labels can be added without leaving the deal.
Labels are a visual marker only â they do not change who can see or access a transaction.
Have questions we didnât cover here? Reach out through Contact Support in the Resources menu â weâre happy to help!