Documents

The Documents forum gives you the opportunity to have a say about what is important to your business.

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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.

    28 votes
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    READY FOR VOTES  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. URGENT - Document management

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

    11 votes
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    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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?

    49 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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 →
  6. 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 →
  7. 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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  8. 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 →
  9. Enbable Document Management to add general correspondence, files etc to owner portal.

    At present owners only have the ability to review statement, invoices, ledgers, maintenance etc. Would be good if we could have the option in Document Management to ad general correspondence i.e. strata meeting notices, minutes, Council notice of developement applications etc.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. New folders

    Is there a way to make up a folder for forms that are scanned across into the tenancy folder?
    i.e many form 9s & form 11s -rather than upload one by one- too make it easier to upload several in one folder and to rename-date wise

    2 votes
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    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. folder if file upload

    when we upload the file to property, owner or tenant's folder, we cannot create a sub-folder in that section, so if we have several pictures need to be uploaded, if will appear in that section in individual file, so if we have a lot of file need to upload, it will have a lot of documents or pictures in that section, it will be very hard to check it when we need to review it. so can you create a function that we can create sub folder in that section, it will be very helpful, if you want to discuss…

    4 votes
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    READY FOR VOTES  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add documents to archived profiles

    Need to be able to add documents to an archived tenant file, particularly as the properties are often archived as well and un-archiving will affect gained/lost numbers.

    16 votes
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  13. attach files to notes

    In the notes (alerts) could we be able to store/attach documents, lets say i did a general note and wanted to attach a PDF doc

    27 votes
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    READY FOR VOTES  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Bulk selection for printing invoices and other documents

    Be able to select a bulk batch of tenant invoices (eg:) for printing or have the option to print when creating them. Not all tenants have email addresses or want them emailed.
    This would be easier rather than re-opening over 50 invoices to print manually.

    3 votes
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  15. Special Characters

    Please allow us to drag and drop documents in PT that have special characters in the name. A bit frustrating that we cant insert documents with , & or $ in the title.. such a simple fix but would make things a lot easier.

    2 votes
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