Tip
Article updated August 8th, 2023

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A new tab 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.

To modify the document file type go to;

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

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

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
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Select your
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- 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 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.

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For existing files, the role will be automatically set to Listing and Collaborator.

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