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Article updated November 13th, 2024

InfoA new option has been added. This will allow you to define, for example,

To Change or setup a Role for Required Documents by agent role:

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

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Mandatory Document Configuration

Select the following options:
- Context: Choose between Listing or Transaction.
- Listing or Transaction Type: Make a selection from the dropdown list.
- Building Style: Make a selection from the dropdown list.
- Condominium Type: Choose either Divided or Undivided (New)
  - When we receive the board feed import for the listing, the Condominium Type information will be automatically added if entered in the feed.
  - When a transaction is linked to a listing containing this information, the Condominium Type field will be pre-selected. If the information is not available, agents can manually choose the condominium type when creating the transaction
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Select the document, choose the requisition type (Optional or Required), and assign the appropriate agent role (Collaborator, Listing, Listing and Collaborator, or Referent).
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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

you do not make any changes

no changes are made to your current configuration

. All

, all required documents will

be

remain associated with the

role: Enroller

Seller and Collaborator roles.
The assigned role determines who is responsible for

providing this

submitting the document and who will be notified

for this missing document

if the document is missing.

Info

Old

For existing 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

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Select:
- Context: Listing or transaction
- Listing or Transaction type: Make selection from dropdown list
- Building Style: Make selection from dropdown list
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Select your document, choose the type of requisition (Optional or Required) and select the agent role (Collaborator, Listing, Listing and Collaborator, or Referent)
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Once the configuration is complete, select Save
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NoteSave

be automatically set to Listing and Collaborator.

Once you've completed your selections, click Save to apply the changes.
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Info
Note: Be sure to save each section you've updated. If you change the context or type of document before saving you’ll loose your work.

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without saving, your changes will be lost.

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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.