This guide was created with Scribe in 2 minutes. Sign in and create your own!
How to Handle Documents on the Tenant Details Page? (Tenant Management)
Tanvir Mahedi |
0 step |
2 minutes
Tip- "In this informational article about document management in the tenant management section, you'll find it divided into four sections with its own set of privacies & features."
1
Access the **Admin Portal** by logging in.
2
Click on "**Tenant Management**" dropdown under "**Administration**" on the left navigation
Zoom Saved
3
Click on "**Tenant**" under "**Tenant Management**" dropdown on the left navigation
Zoom Saved
4
Search for the tenant by entering their details in the "**Search**" field on the "Tenant/List" page.
Zoom Saved
5
Navigate to the "Tenant Details" page by clicking on the **tenant's name.**
Zoom Saved
6
Once into the "**Tenant Details**" page, click on the menu labeled "**Documents**" to expand/collapse
Zoom Saved
7
Or click on the downward "**Arrow**" sign by clicking on to expand/collapse
Zoom Saved
8
"**Documents uploaded by tenant**" refers to the attachments or documents that have been uploaded by the tenant through the tenant portal.
Zoom Saved
9
"**Documents uploaded by admin (public)**" refers to the documents/attachments that have been uploaded by the admin .
Zoom Saved
Alert- Tenants will have to proprty/public documents . Documents shared/uploaded here can be viewed and downloaded by tenants
10
You can upload documents/attachments by clicking on the "**Upload**" sign. You also can delete them by clicking on the "**Trash**" icon beside them
Zoom Saved
11
Click on **"+" sign** to upload the document/attachment. Finish by clicking on the "**Upload**" icon after choosing the document/attachment
Zoom Saved
Alert- You can upload 3 files at a time.
12
**"Documents uploaded by admin (private)**" refers to the attachments or documents that can only be accessed by the admin & the owner.
Zoom Saved
Alert- Tenant can not view these documents. Only admin and owner has access.
13
The functionality for uploading and deleting documents or attachments in the **"Documents uploaded by admin (private)**" section mirrors that of the previous description.
Zoom Saved
14
**"Documents uploaded by admin (full private)**" refers to the attachments or documents that can only be accessed by the admin
Zoom Saved
Alert- Tenant & owner can not view these documents. Only admins have access.
15
The upload and deletion functionalities for documents or attachments in the **"Documents uploaded by admin (full private)**" section are identical to those described previously.
Zoom Saved
Have something to say?Create an account to leave messages for the author to see!Create an account
Feedback
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe