Understanding documentation

Uploading a document

When uploading a document anywhere in the system, Arthur will create a “master” version of this document in  documents (Master root directory). The document will generally have a relationship (“Attached to”) with one or many of  the areas below meaning it can be found in the documents folder of the areas below.

  • Property
  • Unit
  • Tenancy
  • Applicants
  • Tasks
  • Workorders
  • Certificates
  • Messages (coming soon)
  • Notices

 

Sharing a document

Once uploaded you can share that document with the users below. “shared with” relates to the visibility of that document on the app.

  •  Tenants
  • Contractors
  • Owners

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Lets look in more detail

Master document

When uploading a document anywhere on the system the “master document” is kept in the document root directory area as shown below

 

Sharing and attaching a document

This option is available once uploaded anywhere on the system from the menu

 

 

Attach to

You can attach this document to any of the areas mentioned above. Search for where you want to attach it to or go the area concerned and attach from there.

Share with

 

 

Share with at portfolio level

Go to documents in the root directory>menu>share with all occupants

 

 

 

To remove “share with” click on share with and remove the tick

Email a document/s to a recipient?

Documents can be emailed individually or in bulk to a recipient in Arthur.

  • In bulk: tick documents>send via email
  • Individually: dropdown>send via email

 

 

How to delete a file

If you delete a file from any of the related areas above it simply removes that relationship e.g deleting a property document will remove that relationship but not delete the document permanently from the root directory. To permanently delete the document go to the root directory and delete. see below

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