Most agencies have documents that must be on a listing before it goes live, and the list often differs from agency to agency. Required Documents lets you stop a listing from being published (or show a warning) until specific document types have been uploaded to the Listing record.
For example, Victorian agencies must have a Property Price Statement (PPS) for their listings from 1 October 2026. Instead of relying on memory, you can make sure a listing can't be published until a document with the type Property Price Statement is uploaded.
This article covers setting up required documents, the difference between Blocking and Non-blocking, what users see on the Listing record, and the privileges needed.
How Do I Set Up a Required Document?
🔒 Required Documents privileges are needed for this. See the Permissions section below.
- Go to Settings > Portals & Publication Defaults
- Go to Required Documents
- Click the + icon to create a new required document
- Select the document type (these come from your Custom Values settings)
- Click Add
❗ Please Note: Required documents are checked by document type. If you currently require Statement of Information for Victorian listings, add Property Price Statement as a required document and remove Statement of Information once you've moved over, otherwise a listing with only a PPS will still be flagged as missing its SOI.
What's the Difference Between Blocking and Non-blocking?
A new required document is set to Blocking automatically.
- Blocking - The user will not be able to publish the listing until the required document has been uploaded to the Listing record
- Non-blocking - The user will see a warning that the document hasn't been uploaded yet, but can still publish without it
To change a required document to Non-blocking, hover over the document type, click the dropdown arrow and select Set as Non-blocking. To set it back to Blocking, follow the same steps.
What Happens When I Publish a Listing Without a Required Document?
When you try to publish a listing that doesn't have a required document type, you'll see a warning:
- If the required document is Blocking, the Publish Listing button stays greyed out until the document is uploaded
- If the required document is Non-blocking, you'll still see the warning, but the Publish Listing button is available to click
The document must be set to the correct Type on the Listing record to count. See Documents Tab for how to set a document's type.
What Privileges Do I Need to Manage Required Documents?
- Go to Admin > Users & Security
- Click on the appropriate user
- Go to Privileges
- Scroll down to Required Documents
- Tick to include these privileges
- Click Save Changes
The user will need to reload Rex to see these changes.
❓ FAQs
Is a PPS or SOI required before publishing by default?
No. Rex only blocks or warns about documents you've set up as required documents. It's up to your agency to make sure you're compliant.
Can I require both a PPS and a Contract?
Yes. Add each document type as its own required document, and set each one to Blocking or Non-blocking.