Management of roles via the EDM files

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.

Open

To change the role:

• Select the pencil of the document in question

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

• Save and Close

Open

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