Documents Grid

Use this grid to manage documents. Documents can be associated with a property, building, unit, or lease. Documents work in the same way, regardless of the tab on which they appear.

This grid is accessible through links on the following:

NoteNote

Prior to selecting documents, acceptable document types must be defined on Document Types. User access to individual Lease Changes tasks is determined by eSite user security permissions. For information about setting user permissions, refer to the System Help.  

ClosedFields

Description

The description of the document.

Filename

The document file name.

Date

The date the document was uploaded to the server and attached to the property.

Delete

Click the Delete icon Delete iconto delete a document.

Add

Select this button to add a new document.

Find

Select this button to locate a document. Enter a document name and then click the Find button.

 

ClosedAttaching Documents

Documents can be attached as well as viewed and deleted using the Documents form, which is opened from these grids and forms by clicking on the new Documents icon . The Documents icon displays a check mark  when a document has been attached.

Permissions

Permissions for add, view, and delete were added for eSite in the  System module.

See Also

To Add a Document

To Edit a Document

To Delete a Document

Buildings Setup

Properties Grid

Units Setup

 

 

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