About Document Storage in Inventory Unit

About Document Storage in Inventory Unit

The Document Storage area in the Inventory Center inventoryadminicon allows Users to store contracts, amendments, floor plans, legal letters, etc. with any unit of Inventory by using the simple Upload Documents tool. Once a file is uploaded, it is stored with the unit for access at any time. There is also an area for storing Amendments specifically. Please refer to Contract Amendments.

To Access Document Storage:

1 – Click into the Inventory Center Inventory Center.
2 – If applicable, click on the Component tab of the Unit you want to access.
3 – In the Inventory List, find the Unit you want to access and click on it.

4 – With your mouse, hover over Other Actions and click on Documents.

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

Note: You must have an Inventory Manager Role and Documents Permissions to access this area.

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