Tuesday, June 11, 2013

Document storage added to PM3

We have added document storage to our FREE Landlord's Software, Property Manager 3, or PM3 for short.

On the front screen, you'll now see the File Upload button:


Click it and you'll go through to the Uploaded Files page, which to start with will be blank. Click the Upload Files button. That opens a new window, for the uploader itself.


Here you choose the file you want to upload, and then click the Upload File button. Once the file is uploaded to our server, you can choose another one. When you've finished click the Close Window button.

Once back to the Uploaded Files page, click Refresh to see your new files.


You probably want to tag the files as being against a particular address or tenancy. To do so, select the address from the drop-down list, then the tenancy if required. Tick the documents to tag and click either Set Address or Set Tenancy.

That's it - you've uploaded files.

To view the files, simply click the filename. They may appear in the browser or be downloaded to the computer depending on the file type and the set-up of your browser and operating system.

There are File Upload buttons on the Address and Tenancy screens, which bring you to this screen, with only the relevant files shown.

No comments:

Post a Comment