Management of roles via the EDM files

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The implementation of this new option, to modify the fields in the GED section of your files.

Here’s how to change the role by document type, in a specific folder.

In the example below, missing mandatory documents have a red icon as their status.
You can also see, that we have added the Role column that determines which broker is responsible for providing this document.

For example: The missing mandatory document whose document type is 5-18 Contract has the listing and collaborator as role.

To the role Role:

• Select the pencil of the document in question

• Change roles (collaborator, listing, referent, listing and collaborator)

• Save and Close

To edit that one document to change the role for collaborator only;

• Select pencil to edit

• Change role (collaborator, listing, referent, listing and collaborator)

• Save and close

  

The document is now required by the collaborating agent.

Get more details on Display eventual mandatory documents