The Attach Files feature allows document storage for a property, independent of its lifecycle. Uploaded files will be sent to relevant portals/websites. Below is a guide on how to upload and manage property files.
Step by step
1. Navigate to an example property
2. Click on the Attach Files tab
3. To upload a file, you can simply drag and drop the document/file or click into the cloud to upload
4. Once uploaded, you are then able to edit the document/file by clicking on the spanner symbol in the bottom right-hand corner
5. This will allow you to update the name of the file and set the access/share settings to a specific team, staff members or everyone in the office
6. You also have the option to click on the document to download or send via email