When uploading a document, Arthur will create a “master” version of this document in the document> root directory. This document can have multiple relationships and can be viewed by the different users.
Lets us break down these elements.
When uploaded the “master document” is kept in the document root directory area as shown below
When a document is “shared with” it means who has visibility of that document. Tenants, contractors, agents and owners
When a document is“Attached to” it means that it has a relationship to that particular area of Arthur from which it can be “shared with”
A document can have multiple relationships. For e.g an operating manual for the boiler may have a relationship to a property and a workorder. From the property it can be “shared with” the tenants and from the workorder “shared with” the contractor, owner etc
Documents can be “attached to” the following areas of Arthur.
See “Attached to” on a screen
See “Shared with” click on one of the relationships
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
When adding a document for instance to a property there will be an option to share that document with “All unit tenants”. Each area above where a document has been added will have options to “share with”
To remove “share with” or later add “share with”
Click on the attached to>edit
Go to either the root directory or the area where the document was added e.g a property and “Attach to” to create an additional relationships. Attaching multiple document can be done by selecting more than one
Attach individual documents to a new relationship
Attach multiple document/s to a new relationship
Choose another relationship to apply this document to
Documents can be emailed individually or in bulk to a recipient in Arthur.
Go to documents at the root directory> upload>ensure that there is no relationship
Sharing an existing document with all occupants
Go to the document at the root directory>share with all occupants
Our support staff are ready to help with any technical issues.
To get in touch please use our online chat below