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Document Request

A document request records that a buyer has asked for a letter: which kind, for which agreement and unit, and who is responsible for it.

Where
Real Estate › Document › Document Request
Who uses it
Customer services
When
When the request comes in
Needs first
Document Type

What it is for​

A log. Nothing is issued or charged from it; the letter itself is made on Real Estate Document.

Every field in plain words​

FieldWhat it meansWhat to put
Document RequestThe numberRequired; unique
Request DateWhen asked
Document TypeThe letter asked for
BlockMarks it blocked
CustomerThe buyer
AgreementThe sales agreement
Responsibility Central, ResponsibleWho handles it
Unit Details, Unit, Project, PropertyThe unit
Header, FooterText of the request

How to configure it​

Nothing to configure.

Scenarios​

  • A buyer phones for a no-objection letter. Log a request with the type and the agreement, then issue the letter.

What it is connected to​

If something looks wrong​

  • Save refuses and marks Document Request. It is empty or already used.