How to Upload Documents in Document Management?

    • Tanvir Mahedi |
    • 0 step |
    • 60 seconds
    Log into the Admin Portal
    Click on "Document Management" under "Administration" on the left navigation
    Click on "Add New Document" menu on the top right side of the screen
    Click the "Title \*" field to give the document a name
    Click the "Review Date" field. It identifies as the the date when the document would be reviewed
    The Document's expiry date.If this field is set, the document will not be visible after the expiration date. Click the "Expiration Date" field.
    Click "Select Property (optional)". If a property is selected , the document will be available in the tenant portal of all the tenants in that property
    Click on "Browse" under "Document Form"
    Click "This document is approved" to make it available to everyone to view the document regardless of all other settings
    Click on "This document is private" when only you want to be able to view the document regardless of all other settings
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