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) and a  relationship (“Attached to”) with one or many of  the areas below.

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

 

Master document

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

 

To permanently delete the document go to the master directory and delete. see below

 

 

Sharing a document

Once a relationship has been created to one of the above you can share that document with the users  “shared with”. This relates relates to the visibility of that document on the recipients app.

The recipients include:

  •  Tenants
  • Contractors
  • Owners

 

Share with will produce a second screen for you to tick and email a copy to

 

 

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

Creating further relationships for that document

This option is available once uploaded anywhere on the system from the menu vial “Attach to”

 

“Attach to” opens a second screen for you to serach and create a second relationship

 

 

Share with all tenants across the portfolio

Go to documents in the root directory>menu>share with all occupants. This can be used for example with how to rent guide. All current occupants and future occupnats will have access via the app

 

 

 

 

 

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

 

 

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