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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:
Note
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.
Fields
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
to 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.
Attaching 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