Article updated August 8th, 2023
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.
To modify the document file type go to;
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
Save each section you've updated. If you change context or type of document before saving you’ll loose your work.
Add Comment