Document Management

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  1. ADDING MULTIPLE DOCUMENTS AT ONCE

    You used to be able to add more than one document at once to the system, now you cannot as each item must be labelled.
    Allow the feature to add more than one document with the same label, otherwise, it is taking forever to add in applications with id, and so forth, Very time consuming.

    30 votes
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    Ready for Votes  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Feedback: Document Management enhancements

    We are keen to hear your feedback on the enhancements to Document Management.

    Please add a comment to share your experience and ideas with the product team.

    14 votes
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    Feedback  ·  23 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. URGENT - Document management

    URGENT - Change the drag and drop documents to allow to save email messages from outlook and other documents

    10 votes
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    Ready for Votes  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to enter new categories for uploading documents to save

    It would be great to be able to tailor our own categories for when uploading documents. Finding a lot of the generic ones don't suit or aren't relevant.

    10 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Adding a method for sending from the documents section

    Can we add a method of sending files straight from the "Documents" section or have access when sending emails to attach from the documents section. Quality of life change.

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. allow emails to be saved to documents / document management against profiles

    As a former REST user I am badly missing Filesmart. When will there be an equivalent for PT?

    51 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Search Bar For Documents

    Would be great to have a key word search bar to search for specific documents as it is very time consuming scrolling through all documents to find one.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Management Agreement Document Type to be moved from Ownership to Property Profile as some landlords may have numerous properties.

    Management Agreement Document Type to be moved from Ownership to Property Profile as some landlords may have numerous properties.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. Feedback: Upload emails

    We are keen to hear your feedback on the enhancements to Document Management.

    Please add a comment to share your experience and ideas with the product team.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Save email correspondence to Documents not sent by the portal

    Save email correspondence from tenants and landlords that is not sent by the portal to property documents section.

    6 votes
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    Ready for Votes  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. WATER USAGE & SMOKE ALARM UPLOAD OF DOCUMENT

    Water usage section & Smoke alarm section, I would like to be able to upload the compliance certificates in each location/section.

    3 votes
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    Ready for Votes  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Viewing documents

    When viewing document be able to close the document without pressing the back arrow and refreshing the page

    1 vote
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  14. Saving Documents & Filing

    When saving a document on property tree, it seems to automatically save the document to the property, tenancy and ownership under documents. This is really confusing if you only want documents relevant to the tenancy under tenancy, and documents relevant to the property under property etc.

    I went to go try and clean up the folders so they are how we want them, and was deleting the invoices saved in this area (as they were already saved under the job when we entered the invoice) and it deleted it from there as well.

    I am suggesting that we be able…

    3 votes
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    Ready for Votes  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Document saver feature

    When using the document saver feature (commonly referred to as 'the branch') we recently when to view a document, but hit delete by mistake and lost the document with no confirmation/warning. It should really bring up a warning box asking if we are sure we want to delete the document as now we have lost it for good.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Create an auto email to owner when a document is loaded into their Envelope Portal

    We receive generic strata/council/other notifications that we send on to owners for their records/reference via email.

    It would be easier if we just loaded these into their portal and at that point an auto email was sent to them advising them that a document had been loaded, and attaching the document to the email

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Document box - have sub headings for ease of find docs etc. Including sub folders

    Be able to drag documents from email over to PT without having to save and then drag and drop

    To improve the ease of finding documents

    11 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Uploading documents to property tree

    My suggestion is to have an option of how we view the documents we have uploaded, currently they display as Icons and it would be great if we had the option of having them arranged in a list as well. Having more space to name the documents would also be an advantage.

    The way they display at the moment takes up a whole lot of room and a lot of scrolling involved to find the document needed.

    6 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. ADDING MULTIPLE DOCUMENTS AT ONCE

    You used to be able to add more than one document at once to the system, now you cannot as each item must be labelled.
    Allow the feature to add more than one document with the same label, otherwise, it is taking forever to add in applications with id, and so forth, Very time consuming.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Documents

    Enable new "types" within the document field

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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