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Documents

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The Documents tab of the Company Information screen allows you to maintain a list of documents that are associated with your company. On this screen, you can:

Add a new document
Delete an existing document

Accessing the Documents tab

To access the Documents tab, follow these steps:

1.Click the Documents tab on the Company Information screen.
2.The Documents tab is displayed:

Documents Screen

The following table describes the information displayed on the Documents tab.

Field

Displays...

Filename

The name of the document file.

Type

The type of the document.

Uploaded Date

The date on which the document is uploaded.

Uploaded By

The name of the person who has uploaded the document.

Description

The brief description about the document.

 

Add a new document

Follow these steps to add a new company document:

1.Click New . The Company Documents screen is displayed:

Add Company Documents

2.Click Browse. The Choose File dialog box appears on the screen.
3.Select the document file which you want to add and click Open.
4.Select the type of the document that you are adding from the Type drop-down list box.

       The following table describes the various document types that can be added:

               - Standard Application

               - Property Floor Plan

               - Comparative Market Analysis

               - Standard Terms and Conditions

5.Enter a brief description of the document in the Description box.
6.Select the Default check box to add this document to each new property listing.
7.Click Save to save the document.

Or,

Click Cancel to cancel the action.

Delete an existing document

Follow these steps to delete a company document:

1.In the list of documents, select the row of the document that you want to delete.
2.The document row is highlighted.
3.Click Delete to delete the selected document.

A confirmation dialog box appears to confirm the deletion.

4.Click OK to delete the document.

Or,

Click Cancel to cancel the delete action.