EDM - Mandatory documents list updated
As a user, I'd like to be able to see the mandatory documents as I'm uploading documents into the EDM.
Whether you are in the listing or the transaction side of your report, you can view the mandatory documents requested by your brokerage.
The general layout is the same.
You upload a document or documents
You select a document type from the drop down menu
Save and close or save and add a new document
The only difference is you’ll notice a new section to the right of your screen which will list all the mandatory documents requested by your office that have not yet been submitted for this file.
(See example below)
Once they have all been uploaded into your EDM, that list will be blank.
