47 results found
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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
13 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 -
Add Column of Invoice Amount Under Ownership/Tenancy Document
It would be useful to add a column of invoice amount under the document tap for ownership as we usually look up past invoices and look for one that has a certain figure that we have in mind.
2 votes -
Be Able to Globally Search all documents saved by date or type
Search all documents by date or type.
9 votes -
Ability to save agency documents into financial period
We want to be able to load and save agency specific documents like what is available in Filesmart
2 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
7 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
5 votes
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