You can organise documents in Re-Leased using folders within Property or Lease/Tenancy records. Create folders, move documents between them, create nested subfolders, and manage folders with rename, move, download, and delete options.
Creating a New Folder
Navigate to the Documents tab of the relevant Property or Tenancy.
Click Create New Folder.
Enter a folder name and click Save.
The new folder appears as a subfolder within the root Documents folder.
Moving Documents into Folders
From the Documents folder, drag and drop documents into any folder to reorganise them.
Creating Nested Subfolders
To create a subfolder at the same level as an existing folder, be in the root Documents folder and click Create New Folder.
To create a subfolder inside an existing folder, open that folder first and then click Create New Folder.
Managing Folders
Each folder has management icons:
Down arrow — download the folder.
Folder icon — move the folder within the hierarchy.
Pencil icon — rename the folder.
Trash can icon — delete the folder.
Note: The root Documents folder cannot be moved, renamed, or archived. Archiving a folder also archives all contained documents and subfolders. Archived documents can be retrieved from the Documents Hub.