This tab is where you define how and when the valuation report will be handled and specify which documents will be included in the terms of engagement.
1 - Delivery
1. Report Delivery Method: Choose how the reports will be handled to the client. Options include hard copy delivered by hand, soft copy (PDF) delivered by email, and multimedia support.
2. Support Clarifications: Specify any important details regarding the delivery of documents.
Example: If the report is to be delivered by hand, indicate the preferred time and location.
2 - Operation dates
1. Date of Instruction: Enter the date on which the terms of engagement are signed.
2. Date of Completion: Enter the date by which the full assignment should be finished and handed to the client.
3 - Documents to be included in the T0E
1. List of Available Documents: A list of documents available for either the valuer, their team, or the agency. These documents can be uploaded in the profile pages of each of these stakeholders.
2. Add Document: If needed, additional documents can be uploaded here.