Documents

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

Overview

The Documents 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 Documents

To view and manage Documents, follow these steps:

Option 1:

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

• Select the desired building.

• Click on the Documents section.

Option 2:

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

• Click on the Documents section.

The list includes essential details such as:

• File type and format

• Associated entity

• Classification and GIF index

• Evidence type

Upload Documents

To add a new document:

• In the Documents section, click + Add.

• Fill in the mandatory fields:

  • Name: Enter a document name.

  • File Upload: Select the document to upload.

• Optionally, provide additional details for example:

  • Associated Real estate object

  • Description

  • Evidence type

• Click Save to complete the process.

Edit Documents

To modify an existing document:

• Select the document from the list.

• Click the Edit button.

• Update the necessary fields.

• Click Save to confirm changes.

Delete Documents

To delete a document:

• Hover over the document in the list.

• Click the Delete icon.

• Confirm the deletion in the prompt.

Search and view documents

• Use the Search bar to locate documents 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 document lists more effectively.