Connect with peers, share your expertise, and inspire what’s next in Smartsheet — from proven practices to practical how-to insights from fellow users and product experts.
Sign in to join the conversation:
Hi all
I am looking for the best way to create a document tracking checklist that tracks all necessary documents in our loan origination process for EACH applicant that may be on the loan. There could be 1 applicant or there could be 5. We could have individuals or entitys on the loans as well. I need to be able to pull reporting on any documents that we still need to collect/haven't received yet. Any ideas on how i could go about setting this up? For instance, here are two examples of checklists that i would like to combine together.
https://publish.smartsheet.com/2af7969a279b4924894fecde6109cc9f
https://publish.smartsheet.com/21018795b44848898317c91a04983f5f
TIA!
Hi Sharon,
At a glance it looks like you could add the Closing & Asset File checklist combined underneath the Document Checklist and add a column for status (Prepared, Sent, Received, Not Started and so on)
Would that work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
Hi all, I am trying to build out a formula that will return "True" if the CIF #@row can be found above it in the same column (CIF #) AND the Days Since Created is between 30 - 365 days. All of the formulas I have tried have only gotten me so far as the "AND". Adding in the dates screws it up. The goal is to determine if…
I am getting a lot of REF errors for my predecessors and I can't figure out why. At first I thought I might have REF for predecessors to predecessors but that's not the case. When I export the file into Excel it shows the IDs in the place where it shows REF in SS. Each time I refresh the file I feel like different values…
I am trying to create a sheet summary, where the field is a formula that relies on a contact card within a column. However, it keeps returning a result of "#NO MATCH". The columns involved are, 1:) Priority (symbol column) for Up, Unchanged, and Down, and 2:) Contact Card column. I am trying to get a sheet summary formula…
