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Property Tree: Document Management

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Email files straight from document management

Email files straight from document management, currently we have to download them and attach them to an email

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AdminAngela Sutton (Admin, MRI Software) shared this idea  ·   ·  Report…  ·  Admin →
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  • Simona Wells commented  ·   ·  Report

    Be able to download from Documents tab without having to SAVE it then send. Maybe have the option to email or share , but not have to save it before being able to share it

  • John Hancock commented  ·   ·  Report

    This would be great to be able to copy/drag information that has been saved under to Property Tab (such as Strata Plans, Notices etc.) straight into an email that you are generating to either an owner or tenant.

  • Brayden Sewell commented  ·   ·  Report

    It would be super useful to have an option when doing a mail merge on a selected property to add attachments from the documents. Save so much time!