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Article updated August 8th, 2023 |
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A new tab option has been added to determine the agent role for documents required, under the required documents field for admins. Going forward all documents set to required will be automatically defaulted for listing and collaborator. If there is specific document that has a different role, you need to either change the role in the mandatory document section or directly in the EDM of the listing or transaction. |
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All new EDM files will be affected by this change. All past documents will remain the same. |
. This will allow you to define, for example, whether the document must be provided exclusively by the listing broker, the collaborating broker, both jointly and/or by the referent. If you do not make any changes to your current configuration. All required documents will be associated with the role: Enroller and Collaborator. The role determines who is responsible for providing this document and who will be notified for this missing document. |
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Old files - the role will automatically be LISTING AND COLLABORATOR. |
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We have changed the list of required documents and the role, this affects that the new folder created after saving the new configuration |
To change the role to whom the document is required:
Administration > Setup > Mandatory Documents > Mandatory Document Configuration
Select:
Context: Listing or transaction
Listing or Transaction type: Make selection from dropdown list
Building Style: Make selection from dropdown list
Select your document, choose the type of requisition (Optional or Required)and select the agent role (Collaborator, Listing, Listing and Collaborator, or Referent)
Once the configuration is complete, select Save
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Save each section you've updated. If you change context or type of document before saving you’ll loose your work. |
