With the new procedure set in place to add an agents role to a mandatory document set up by the administrator, all new documents will be changed by default to the office settings.* If a specific document in a file has a different role, the administrator must make the changes manually for that document.
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* These settings will be changed by the office administrator in the Mandatory Document Configuration. |
In the example below, the mandatory document missing has a red icon.
The mandatory document missing for document type 5-18 Agreement has listing and collaborator as the role.
To edit that one document to change the role for collaborator only;
Select pencil to edit
Change role (collaborator, listing, referent, listing and collaborator)
Save and close
The collaborator involved will be the only one notified of this missing document.
