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How to Upload Documents in Document Management?
Tanvir Mahedi |
0 step |
60 seconds
Log into the Admin Portal
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Click on "Document Management" under "Administration" on the left navigation
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Click on "Add New Document" menu on the top right side of the screen
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Click the "Title \*" field to give the document a name
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Click the "Review Date" field. It identifies as the the date when the document would be reviewed
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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.
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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
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Click on "Browse" under "Document Form"
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Click "This document is approved" to make it available to everyone to view the document regardless of all other settings
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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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