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It is possible for the Main Office account to modify the required documents for Listings, Client's Files and Transactions. In the Client and Listing tab, you can select if you want a document to be required or not, and you can also add a reminder for the office to be notified if the required document has not been submitted. In the Transaction tab, in addition to those two options, you can also modify which side is able to see certain documents (listing,selling or both). You can also select if you want that document to show once the transaction has been linked to a Client’s file or Listing. |
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