This article will teach you how to move documents from one folder to another within the Property & Facility App.
The Documents tab is the place to store any property-related documents that you or others may need to access later. This can include BOMA Surveys, Capital Expense Budgets, Leases, Licensing Agreements, Property Reports, Property Condition Assessments, Photos, Real Estate Tax Analysis, and Estoppels.
- From the Property & Facility menu, click Properties.
- From the Properties page, click the name of the applicable property.
- From the Property Details page, click the Documents tab and then the Property & Facility folder.
- Locate and click the folder with the document(s) that you desire to move.
- Click the Move Document(s) button.
- Once the Move Documents window opens, click the checkbox(es) for the Available Documents.
- Note: Click the checkbox in the header of the section to select all Available Documents.
- Select the Destination Folder for the document(s).
- Note: Click the Create New Folder button if the Destination Folder doesn't exist and enter a Folder Name (if creating a new folder, make sure to select Root as the Destination Folder).
- Click the Move button.
- The selected document(s) will now be moved to the Destination Folder.
- You will be routed to the Destination Folder which will contain the moved document(s).
- Note: Posts will be generated within the Activity tab on the Property Details page as well as the Recent Activity feed on the Home page.