The filing cabinet is an electronic cabinet that allows you to store any relevant documentation related to the property. These documents can be manually uploaded against the property, or you can save system-generated documents/letters into the filing cabinet.
Contents:
Step by step
1. Navigate into the 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 prior to 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: - You can edit the name of the attachment/document
- Contract: -If the document is marked as the contract, in the VaultRE mobile app, open home attendees that are sent this file will be automatically marked as 'Contract Sent'
- Share With: - You can select the view settings for everyone in the office, specific users, or teams. Learn more about how to create or edit teams
- Visible in: - You can 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.