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To change the role to whom the document is required:

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To Change or setup a Role for Required Documents:

1. Navigate to: Administration > Setup > Mandatory Documents > Mandatory Document Configuration

Save

• Select the following options:

  • Context: Choose between Listing or transactionTransaction.

  • Listing or Transaction typeType: Make a selection from the dropdown list.

  • Building Style: Make a selection from the dropdown list.

  • Condominium Type: Devided Choose either Divided or UndevidedUndivided

    

• Select your the document, choose the requisition type of requisition (Optional or Required), and select assign the appropriate agent role (Collaborator, Listing, Listing and Collaborator, or Referent).

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• Once the configuration is complete, select Save

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• This agent role allows you to define which roles are responsible for providing specific documents. For example, you can specify whether the document must be provided exclusively by the listing broker, the collaborating broker, both jointly, and/or by the referent.

• If no changes are made to your current configuration, all required documents will remain associated with the Seller and Collaborator roles.

  The assigned role determines who is responsible for submitting the document and who will be notified if the document is missing.

• Once you've completed your selections, click Save to apply the changes.

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This update will help ensure that documents are assigned to the correct roles and allow for more efficient document management across your listings and transactions.

Need support? Reach out to us at support@nexone.ca