File management

The File management module enables users to efficiently store, manage, and retrieve Files related to Real estate objects, ensuring data consistency and accessibility.

Overview

The File management feature allows users to:

• View a list of all Files associated with selected buildings.

• Add, Edit, and Delete Files.

• Access detailed File metadata, including classification and evidence type.

Access Files

To view and manage Files, follow these steps:

Option 1:

• Navigate to the Data Management tab in the left-hand menu.

• Select the desired building.

• Click on Files under the Documents section.

Option 2:

• Navigate to the Data Management tab in the left-hand menu.

• Click on Files under the Documents section.

The list includes essential details such as:

• File type and format

• Associated entity

• Classification and GIF index

• Evidence type

Upload Files

To add a new File:

• In the Files section, click + Add.

• Fill in the mandatory fields:

  • Name: Enter a File name.

  • File Upload: Select the file to upload.

• Optionally, provide additional details for example:

  • Associated Real estate object

  • Description

  • Evidence type

• Click Save to complete the process.

Edit Files

To modify an existing File:

• Select the File from the list.

• Click the Edit button.

• Update the necessary fields.

• Click Save to confirm changes.

Delete Files

To delete a File:

• Hover over the File in the list.

• Click the Delete icon.

• Confirm the deletion in the prompt.

Search and view Files

• Use the Search bar to locate Files by name.

• Customize views by hiding or sorting columns for clarity.

• Use the pagination controls below the table to navigate through pages and set the number of entries displayed per page.

• Future updates will introduce advanced filtering to refine File lists more effectively.

Video tutorial - File management

Here is a video tutorial to walk you through the File management process.