This article serves as your guide to the Documents section within our system. Our aim is to support you in effectively managing and accessing your documents, whether they be related to Property, Tenancy, Company activities, or archival needs. By following the simple steps outlined below, you'll be able to view, edit, preview, and download the documents you need with ease and efficiency.
Searching and Viewing Documents
To locate and inspect the documents you require, complete these steps:
- Select Documents under the menu button.
- Pick the relevant tab for the document category you need to view.
- Utilize the filter to narrow down documents associated with a specific company.
- Type in keywords or document names within the search field to further refine your results.
Interacting with Documents
Upon discovering the desired document, you have several actions at your disposal:
- Tap on the document name to see full information and adjust details if needed.
- Initiate a document preview by hitting the magnifying glass icon.
- Employ the available options to either email, download, or edit the document accordingly.
Downloading Documents
Downloading a document is straightforward:
- Go to Documents under the menu button, then click on the contextual menu [...] Download beside the needed document.
- The document will then be saved to your PC.
- Alternatively, you can download documents directly from the Property or Tenancy they're connected to by navigating to that section and selecting Download.
Efficient understanding and utilization of the document management system can significantly streamline your tasks and help maintain an orderly workspace. We trust this guide has equipped you to navigate the Documents section with confidence and ease.