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Markets and offerings

Required documents for a listing

Make clients read and acknowledge the memorandum, risk disclosure and terms before they can order.

  • Updated
  • For managers

Who can do this: Owners, admins and managers

Two kinds of documents on a listing

  • Required documents: every one must be acknowledged before the client can submit an order, and so must the market's terms document.
  • Shared documents: visible to everyone who can see the listing, for example floor plans or an appraisal summary.

Make them readable first

A required document has to be readable by every client who can see the listing. Give it visibility everyone, or attach it to the listing with visibility listing viewers. EasyHaus refuses a required document that some viewers could not open.

  1. Upload the document in the vault and turn on requires acknowledgement.
  2. Set its visibility as above.
  3. Add it as a required document in step 4 of the listing wizard.

What the client does

The subscribe flow shows each document. The client opens it, and the acknowledge button becomes available after a short minimum time. When you publish a new version of a required document, clients must acknowledge it again before ordering.

Note: When you place an order on behalf of a client, you confirm on their behalf that the documents were acknowledged, and the order records that you did.

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