The Documents page provides you with easy access to files that have been uploaded throughout the software. For example, a service agreement uploaded in the Contracts page or a warranty certificate uploaded in the Equipment page. You can download a file at any time by clicking the Download button.
You can also upload files to the Documents page directly by clicking the Add Document button.
When adding a document you have the option of selecting a related entity from the following list: Tenant, User, Request, Vendor, Contract, Equipment, Maintenance Task, or Incident Report. Once you select an entity type, you can then enter the specific entity the document is related to in the Related To field. You also have the option of providing a description of the document.
Click Edit to update a document's related entity or description, or to re-upload the file. Click Delete to remove it.
Don't hesitate to reach out.
| Tel: (855) 461-8619