46 results found
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Restrict who can delete files from document management
Only certain users should be able to delete files from the document management
19 votes -
Change of Owner, having the option able to transfer over document management and notes
When doing a change of owner, we want to have the option to include the notes or document management files to bring across to the new property
15 votes -
Document Type user security access
The file document system in Property tree does not provide enough protection in regards to specific access to certain documents such as Tenancy applications and Management agreements with attached ID that are stored in the document system. Legislation requires our office to collect ID such us drivers' licence, passports etc these are then stored in Documents for everyone who has access to view PT currently there is no way to restrict access to these documents types by user. I believe this should be addressed as a matter of urgency the fines for not protecting this kind of information are huge.
6 votes -
Be Able to Globally Search all documents saved by date or type
Search all documents by date or type.
10 votes -
Have the ability to pin/favourite files in document management so they always appear at the top
Have the ability to pin/favourite files in document management so they always appear at the top of the list. Currently they all appear in the order they were saved, so when you have a property you've managed for a long time, the most important files can be the very first ones ever saved
9 votes -
Ability to download files in bulk from document management
Ability to download files in bulk from document management. Currently we have to do this one-by-one which is time consuming
9 votes
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