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It allows Allows you to see replacements , add and create a new replacement for an agent for a specific period.

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Click on Add+

Select the agent to replace, the replacement agent replacing and the period.

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Click on Next

You can now then select which documents, registrationslistings, transactions and transaction reports to share with the replacing agent.

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Click on Save and Close

Info

You can view, edit or delete a replacement by clicking on the pencil on the left.

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Tip

Completed!