Files
Files is a great place to store important documents, any format can be stored here. Files locations are stored across various entities, the idea to keep your paperwork organised. To create a file structure that allows you to store based on contact, property, tenancy, sales, maintenance issue. Keeping the right documents within the right location. Add our document/file search and you can find what you need by just a name or partial address.
Example: Property Files
You can create Folders to organise your various property related documents.
Did you know: When uploading a certificate or uploading marketing photos, automatically these files are stored in pre-labelled folders, created to keep things tidy.
Editing File or Folder
Within the File Screen, select the file and right click mouse for an edit menu or select do with selected in the menu bar.
Upload a file: