The Filing Cabinet is a digital storage space where you can keep all documentation related to a property. You can manually upload relevant files or save system-generated documents and letters directly into the cabinet.
Contents:
Step by step
1. Navigate to an example property
2. Click on the Filing Cabinet tab
3. To add a file to the filing cabinet, drag and drop the document or click the cloud to upload
4. This will then upload the document into the filing cabinet and appear below within the files section
The system automatically uploads the document to the Default Folder from within the filing cabinet. However, you can select the folder before uploading the document, depending on where you would like to upload the file.
5. Once uploaded, you can view, edit, download, or send it as an email. This can be done by clicking on the document and selecting the desired option
Should you forget to upload a document into the filing cabinet before settling or withdrawing a property, we have the option to upload a file into a prior lifecycle. This can be done by selecting a previous lifecycle before uploading the file.
Additional information
Once the document has been uploaded, you can update the attachment/document settings by clicking on the spanner symbol in the bottom right-hand corner. This will then allow you to update the below settings:
- Name: - Edit the name of the attachment/document
- Contract: - If the document is marked as the contract, in the Vault mobile app, open home attendees who are sent this file will be automatically marked as 'Contract Sent'
- Share With: - Select the view settings for everyone in the office, specific users, or teams. Learn more about how to create or edit teams
- Visible in: - Tick the document folders where you would like this document to reside. Learn more about how to create or edit folders
Once the file has been uploaded into a listing's filing cabinet, you can choose to include it in the Electronic Table.
If a property has gone through multiple lifecycles and you require access to previously uploaded documents, you can do so by selecting the prior lifecycle from the top right-hand corner. Learn more about lifecycles in the property.