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Manage Property Documents

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To manage your property document list, you can add or delete a document from the list.

Adding a property document

Follow these steps to add a property document:

1.Click New . The Property Documents screen displays:

Add Property 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 you are adding from the Type drop-down list box.

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

Type

Description

Standard Application

 

Property Floor plan

The document contains information about the floor plan of the property.

Comparative Market Analysis

The document contains the comparative market analysis information.

Standard Terms and Conditions

The document contains the standard term and conditions of the company.

5.Enter a brief description of the document in the Description box.
6.Click Save to save the document.

Or

Click Cancel to cancel the action.

Deleting a property document

Follow these steps to delete a property document:

1.In the list of documents, select the check box(es) located in the row of property document(s) that you want to delete.
2.Click Delete to delete the selected document(s).