How do I manage folders and documents?

Article author
Mads from Uptick
  • Updated

LearningBanner_Docs_2.png

Folders allow you to upload files and documents against properties and tasks. You can also delete, rename and move documents in existing folders.

Renaming: Click on the document and click rename. Make sure not to remove the ending, for example .gif or .pdf at the end. This will corrupt your file. Once you're happy with the new name, click enter and this will save your file with the new name. 

Screen_Shot_2020-11-17_at_9.00.42_am.png

Deleting: Select the file you're wanting to delete, and click "delete" in the top right of the window.

Screen_Shot_2020-11-17_at_9.00.34_am.png

Moving a document into a folder, downloading, deleting and renaming in a gif below:

docs_into_folders.gif

 

Did you know: If you put a document into a folder called "public" on the documents tab of a property, the items within that folder will be visible for your client, via the client portal? Pretty awesome right? Just make sure it is exactly that, public, no caps or spaces. To see the setup and how your clients can access shared documents, check out our article on how to share property documents with a client.

 

Setting up a default folder structure

Default folder structures can be set up against tasks or properties. The setup process is exactly the same for both with the only difference being the first step (Control panel > Properties for properties, and Control panel > Tasks for tasks). Properties will be used in the following steps.

Go to Control panel > Properties and fill out the default document structure field. Each new line will be a folder name. Once you're done, click save. 

Default_Folder_setup.png

 

Default folder structures in properties: After the default structure is saved, newly created properties will adopt the default folder structure. To have an existing property adopt a default folder structure, go to the property, click Documents > Add default folder structure.

mceclip1.png

Default folder structures in tasks: New tasks will adopt the default folder structure set up for tasks, however there is no option to add a default folder structure retroactively.

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.