How to Share Documents with All Tenants in a Property?
Tanvir Mahedi
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12 steps
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2 minutes
1
Log into the Admin Portal
2
Click on "Document Management" under "Administration" on the left navigation
3
Click on "Add New Document" on the far top right under user email address
4
Or modify an existing document by clicking on the "Edit" icon [[modify an existing form]]
5
It will redirect to the "Document/Details" page. Fill in the empty fields
6
Fill the details "Title", "Keywords/Tags", "Category", "Status", "Related Property" & "Description". Make sure there is no "Expiration Date"
7
Click on "Browse" under "Document Form"
8
Make sure to Tick "This document is approved"
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Make sure "This document is private" is unchecked
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Click on "Submit"
11
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
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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
