Viewing and Downloading Documents

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.

Categories of Documents

System documents are neatly categorized to facilitate quick and straightforward navigation:

• Property Documents: Find documents added through the Property menu's Documents section here.
• Tenancy Documents: These are the files uploaded via the Tenancy menu's Documents section.
• Company Documents: All files uploaded in the main Documents menu are stored under this category.
• Archived Documents: Locate your non-active, stored documents for reference in this section.
• Choose the All Documents tab to view every document except those archived.
  
  

Searching and Viewing Documents

To locate and inspect the documents you require, complete these steps:

1. Select the Documents tab.
2. Pick the relevant tab for the document category you need to view.
3. Utilize the filter to narrow down documents associated with a specific company.
4. 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:

1. Tap on the document name to see full information and adjust details if needed.
2. Initiate a document preview by hitting the magnifying glass icon.
3. Employ the available options to either email, download, or edit the document accordingly.
   
   

Downloading Documents

Downloading a document is straightforward:

1. Go to the Documents Tab, then press Download beside the needed document.
2. The document will then be saved to your PC.
3. 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.