Follow

Inventory Center - Manage Document Storage

Inventory Center - Manage Document Storage

In this article:

About Document Storage

The Document Storage area in the Inventory Center allows users to store contracts, amendments, floor plans, legal letters, etc. for each unit using the Upload Documents tool. Once a file is uploaded, it is stored with the unit for access at any time. 

To view uploaded documents for a specific unit, lick on the unit in the Inventory List, hover over Other Actions, and select Documents.

This will bring up the list uploaded documents. Click on the document name to view.

Add Document to Storage

1 – In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.
2 – Click on the unit in the Inventory List.

3 – Hover over Other Actions and select Documents.

4 – Click on Upload Document.

5 – Click on Browse to the right of Document, find your file and click on it so that the file name appears in the space.

6 – Enter Comments if desired and Save.

The Documents that you add will be listed on the Documents page. 

Delete Document from Storage

1 – In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.
2 – Click on the unit in the Inventory List.

3 – Hover over Other Actions and select Documents.

4 – Click on the red InventoryMgmt beside the Document you want to delete.

5 – You will be asked if you're sure you want to delete the document. Click OK.

The document will be removed from the Documents list.

Warning: Deleting a document will remove it from the project.