The Documents Card displays documents from the following assignment-level screens and/or sections provided the employee’s role is associated with the appropriate Data Sensitivity access.
Assignment Dependent
Assignment Spouse/Domestic Partner
Broker Market Analysis Details
Contract
Contract Extension
Cost Estimate Batch Details (Report Batches tab; Report must be published to portal)
Destination Appraisal
Destination Buyer
Documents
Extension Details - Documents
Mortgage Interest Differential
Move Management
Move Management Insurance claim
Property Disclosure Detail
Property HOA Details
Property Assessment Details
Property Closing Details
Property Contract Details
Property Employee Listing Agent Follow-Up Detail
Property Employee Listing Details
Property Equity Request Details
Property Escrow
Property Finalization
Property Information
Property Inspection Details
Property Mortgage Details
Property Negotiation Details
Property Offer Details
Property Resale Listing Agent Follow-Up Detail
Property Resale Listing Details
Property Tax Details
Property Valuation Appraisal Details
Service Order Referral
Social Insurance Tax
Tax Briefing Details
Tax Details
Tax Return Details
Title Details
User Page documents (if user page is configured to have a document uploader)
Visa & Work Permits
Year End Tax Report Publishing Batch (Report must be published to portal)