Document Management Folders
When you open the document tab it should be set into folders or categories so all documents can be filtered into different tabs and not shown as a list of random documents. The categories could be set by each agency like (management docs, invoices, maintenance, tenant docs, compliance, etc.) I know there are categories already however having all documents held together in one folder by type would make things easier.
7
votes
Ethan Smith
shared this idea
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Nyree Maloney
commented
you can filter them by the funnel
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Belinda Castrisos
commented
Agree whole heatedly - the tabs/folders/categories derive from the 'Document Details' when you create new entries - the 'type' of document chosen determines the tab/folder/category it is sent to