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:
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: |
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| 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. |
Follow these steps to add a new company document:
| 1. | Click New |
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| 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.
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 |
A confirmation dialog box appears to confirm the deletion.
| 4. | Click OK to delete the document. |
Or,
Click Cancel to cancel the delete action.