# Required vs. Optional & Inbox Routing

Every checklist item can be flagged as **Required** or **Optional**, giving Admins control over compliance expectations. In addition, each item routes to a specific **Inbox**, which determines which admin or team is responsible for reviewing it when an agent submits it for approval. This setup ensures both **compliance clarity** and **workflow efficiency**.

### **Marking Items as Required or Optional**

**Step 1:** Navigate to **Deals Settings > Checklists** and open your checklist.

**Step 2:** In the **Required?** column, check the box to mark an item as **Required**.

* ✅ Required → Must be submitted by agents before the deal can progress.
* ⬜ Optional → Not mandatory, but available if applicable.

<figure><img src="/files/usJS0dgSiNsmLo4sUlnw" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Marking items correctly ensures that agents cannot skip documents critical for compliance, while keeping flexibility for deal-specific variations.
{% endhint %}

### Routing Checklist Items to Inboxes

<figure><img src="/files/PUnLE1m1kQfYbWk0I5VR" alt=""><figcaption></figcaption></figure>

Locate the **Inbox** field beside each checklist item.

By default:

* Listing checklist items route to the **Listing Inbox**.
* Contract checklist items route to the **Contract Inbox**.

To override, click the **Inbox dropdown** and select or create a custom inbox.

* Example:
  * MLS Printout → MLS Compliance Inbox
  * Termination Notice(s) → Escrow Release Inbox

{% hint style="warning" %}
Inboxes act like **review queues**. Each can be monitored by a dedicated admin or team (e.g., Compliance, Escrow, Accounting), ensuring tasks are handled by the right people.
{% endhint %}


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