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 and will see that it is required.
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Only the administration can see the user role implicated in the EDM documents. |
Get more details on Display eventual mandatory documents
