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  1. Documentation
  2. Workflow
  3. Assignments
  4. Terms of Engagement Form

Delivery Details

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Last updated 1 year ago

CtrlK
  • 1 - Delivery
  • 2 - Operation dates
  • 3 - Documents to be included in the T0E

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

Report 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

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

Documents to be included in Terms of Engagement
  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.