Situation: When I create a client/listing file and I upload all the required documents on it, and then I move on to the linked transaction and upload all the required documents for the transaction, it is still asking for documents that I have already uploaded in the client/listing file. What should I ?
In this scenario, we will have a listing linked to a transaction. This listing and transaction will have each their specific required documents groups. However, they both have the "Working with a Realtor (seller)" document as a required document.
...
4. In order to make the change to a current transaction, you have to set it directly within the Transaction. As an admin, Go to the Transaction under documents > Required and click on "Apply a new Required documents group".
Go back to your transaction>Documents and follow up>Required>apply a new Required documents group>Save
...