Offers Live General Settings

You can set document upload requirements for the following buyer-related categories:

• Buyer - the primary purchaser
• Third Party - such as a guarantor or representative
• Company / Trust / Superfund - when purchasing under a legal entity
• Additional Buyer - when more than one purchaser is involved

Important Note

Each category must have at least one document activated, with a maximum of six documents per category.

Steps to Update Document Upload Settings

Step 1: Log into the PC Console and navigate to your Offers Live Dashboard.

Step 2: Click on Settings in the top-right menu bar.

Step 3: In the left-hand menu, under Offers Live Settings, select General.

Step 4: Locate the Document Upload Settings panel.

Step 5: For each Category Type listed (Buyer, Third Party, etc.):

• Click the text field to name the document (e.g. ID Verification).
• Select whether the document is Activated or Deactivated.
• Choose if the document is Required or Optional.

Step 6: To add another document field, click +Add More.

Step 7: To remove a document field:

• Click the minus (-) icon.
• A confirmation message will appear: Are you sure you want to delete the document?
• Click Yes to confirm.

Step 8: Repeat these steps for each category as required.

Step 9: When you're finished, click Update to save your changes.

Tip

If no document is activated for a category, users in that group won’t be prompted to upload anything. Make sure at least one relevant document is active per category.