Settings and activity

24 results found

1. audit check on saving documents

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   Ready for Votes  ·  1 comment  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Belinda Castrisos commented  ·  22 February, 2023  ·  Edit…  ·  delete…

   great for lease, keys and in/out going reports

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   Belinda Castrisos supported this idea  ·  22 February, 2023

2. Document Management Folders

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   Ready for Votes  ·  2 comments  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Belinda Castrisos commented  ·  22 February, 2023  ·  Edit…  ·  delete…

   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

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   Belinda Castrisos supported this idea  ·  22 February, 2023

3. Have the ability to pin/favourite files in document management so they always appear at the top

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   Ready for Votes  ·  1 comment  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Belinda Castrisos commented  ·  22 February, 2023  ·  Edit…  ·  delete…

   such as the current lease agreement/documents, EMAA, by laws etc

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   Belinda Castrisos supported this idea  ·  22 February, 2023

4. Ability to download files in bulk from document management

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   Belinda Castrisos supported this idea  ·  22 February, 2023

5. Document Type user security access

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   Ready for Votes  ·  1 comment  ·  Property Tree » Document Management  ·  delete…  ·  Admin →
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   Belinda Castrisos supported this idea  ·  22 February, 2023

6. Ability to save agency documents into financial period

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   Belinda Castrisos supported this idea  ·  22 February, 2023

7. Attach invoice to create credit

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   Belinda Castrisos supported this idea  ·  22 February, 2023

8. Change of Owner, having the option able to transfer over document management and notes

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   Belinda Castrisos supported this idea  ·  22 February, 2023

9. Restrict who can delete files from document management

   18 votes

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   Belinda Castrisos supported this idea  ·  22 February, 2023

10. Storage limits for documents

    21 votes

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    Belinda Castrisos supported this idea  ·  22 February, 2023

11. Section to add manuals for the property

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    Belinda Castrisos supported this idea  ·  22 February, 2023

12. Email files straight from document management

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    Belinda Castrisos supported this idea  ·  22 February, 2023

13. Auto communication option to owner for compliance expiry

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    Ready for Votes  ·  2 comments  ·  Property Tree » Compliance  ·  delete…  ·  Admin →
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    Belinda Castrisos commented  ·  22 February, 2023  ·  Edit…  ·  delete…

    alternatively, a reporting function could be built (which is a LOT more work but very useful):
    managements, communications, mail merge, 1. select method 2. select template 3. Choose Recipients and then in 4. Filter Recipients be able to actually FILTER using the tabs which appear for property details (such as compliance) - and then further narrow down using the data fields that are available within the compliance registration (REGISTER: Category, Managed By, Serviced By, Compliance Expiry Date, Next Service Date etc)

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    Belinda Castrisos supported this idea  ·  22 February, 2023

14. Compliance Documents - File Name

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    3 comments  ·  Property Tree » Compliance  ·  delete…  ·  Admin →
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    Gathering Requirements  ·  AdminAngela Sutton (Admin, MRI Software) responded

    Currently the file name does accept using a dash, full stop and underscore however does not allow for commas. We are discussing this with our development team

    Belinda Castrisos supported this idea  ·  22 February, 2023

15. Have the ability to delete and add document in compliance history. The correct document is sometimes not attached and we need to change it.

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    Belinda Castrisos supported this idea  ·  22 February, 2023

16. Water compliance

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    Belinda Castrisos supported this idea  ·  22 February, 2023

17. Smoke Alarm Compliance

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    Belinda Castrisos supported this idea  ·  22 February, 2023

18. Compliance Register - Ability to edit details after they are entered

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    Belinda Castrisos supported this idea  ·  22 February, 2023

19. Ability to enter more than one smoke alarm type

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    Belinda Castrisos supported this idea  ·  22 February, 2023

20. Mail Merge - additional filter options

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    Belinda Castrisos supported this idea  ·  22 February, 2023