Clicking on the Documents link will show all the Documents that are in the System for your Companies.
The Documents are divided into several sections - Property, Tenancy, Company and Archived Documents, or you can click on the All Documents tab to see all of the documents except for those that are Archived.
- Property Documents - Property documents are only those documents that were added in the Documents section of the Property menu
- Tenancy Documents - Tenancy Documents are only those documents that are added in the Documents section of the Tenancy menu
- Company Documents - Company Documents are only those documents that are added in the main Documents menu
Viewing Documents
1. Select Documents from the main navigation header
2. Select the relevant tab within Documents (All Documents, Property Documents, Tenancy Documents, Company Documents)
3. Filter by Company
4. Use the text search field
Once you've found the correct document you can:
5. Click the name to see the full information and edit the Document details
6. Preview the document by clicking the Magnifying glass icon
7. Email, Download or Edit the document by clicking the relevant button
Document Preview functionality
Click the magnifying glass icon to preview the document. This will open a window on your page where you can
1. Navigate by page
2. Rotate the page or document as a whole
3. Zoom in/out
4. Print
5. Download the document to your computer
