FR

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

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

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

      

• Select the document, choose the requisition type (Optional or Required), and assign the appropriate agent role (Collaborator, Listing, Listing and Collaborator, or Referent).

  

• 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.

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

  

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.

Need support? Reach out to us at support@nexone.ca