Clicking on the ‘Documents’ link will show all the Documents that are in the System for your Companies.
The Documents are divided into several sections - Property, Tenancy, Company and Archived Documents, or you can click on the 'All Documents' tab to see all of the documents except for those that are Archived.
- Property Documents - Property documents are only those documents that were added in the Documents section of the Property menu
- Tenancy Documents - Tenancy Documents are only those documents that are added in the Documents section of the Tenancy menu
- Company Documents - Company Documents are only those documents that are added in the main Documents menu
For each document you can quickly see the details on this page, or you can click on the Document Name to see the full information and edit the Document.
Searching and Filtering Documents
To search Documents, or to filter some out, you can set a Filter, select a Company, or type in a Document Name
The filter at the top of the page lets you define the first letter of the Document Name. Click on a letter and the list of Documents will now show all of those whose name begins with that letter.
(2) Choosing a Company
You can use the Company selector to choose which of your Company Documents you want to view, or you can leave it as <Company> to show all.
Note: This setting will stay in place across all of the pages of the Re-Leased app, until it is changed. You can change it on almost any page.
(You can see the current company in the top left corner of the app. If none is selected, it will say 'All Companies')
The ‘Search Documents’ box allows you type in part of a Document Name, and all those Documents that contain these letters will be shown.
Viewing Document details
- Full Details
Click on the Document Name to see the full details for the Document, as well as to make any changes