How to Share Documents with All Tenants in a Property?

    • Tanvir Mahedi |
    • 0 step |
    • 2 minutes
      Log into the Admin Portal
      Click on "Document Management" under "Administration" on the left navigation
      Click on "Add New Document" on the far top right under user email address
      Or modify an existing document by clicking on the "Edit" icon [[modify an existing form]]
      It will redirect to the "Document/Details" page. Fill in the empty fields
      Fill the details "Title", "Keywords/Tags", "Category", "Status", "Related Property" & "Description". Make sure there is no "Expiration Date"
      Click on "Browse" under "Document Form"
      Make sure to Tick "This document is approved"
      Make sure "This document is private" is unchecked
      Click on "Submit"
      The document will be visible under in the "Shared Documents" section in the tenant portal as you can see from this snippet
      Alert- The document will be visible under the "Shared Documents" section in the tenant portal
      Or modify an existing document by clicking on the "Edit" icon of a document & following the similar steps that is shown in the earlier snippet
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