Viewing and Managing Documents

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Use one of the following Lookup a Document options to locate the online documents for Owners, Tenants, Vendors, or Sources.  The user can also view and manage documents through individual client profiles.

 

RP Management - Documents - Document Lookup (Figure 34a)
 

Figure 34a

Figure 34a

 
RP Management - Owners (Tenants/Vendors/Sources) - Document Lookup (Figure 34b)

 

Figure 34b

Figure 34b

 

 

Lookup a Document

 

Figure 34c

Figure 34c

 

1.Enter document search parameters (Assigned to ID, Filename, Document Name, and Document Subject) to locate a specific online document, or leave the search fields blank to view the entire online Owner, Tenant, Vendor, or Source document list. The user need not enter a search parameter into every field; the user only needs to enter the information necessary to search for and locate the specific document(s).
2.Restrict the search by time frame using the Search Back radio buttons at the bottom of the screen.
3.Click “Find Document” to display the search results. 

 

 

Manage a Document: Delete, Edit Info, View/Print, Email, or Attach (to a line item in an  Owner statement) (Figure 34d).
 

 

Figure 34d

Figure 34d

 

 

 

Edit a documents subject/description (Figure 34e).  Online documents cannot be reassigned. If a document is uploaded to the wrong client, delete it and then add it to the correct client.

 

Figure 34e

Figure 34e

 

View/Print a document (Figure 34f).  Computer Internet browser settings, application settings, and its operating system settings will all influence the way the document opens.  It may open with an Open/Save dialog box, open in its own viewer or application, or open within the Internet browser. Close the document window after viewing and printing a document.  In some cases, the user may need to use the Windows CTRL-P command or the Internet browser right-click menu to print the document.

 

Figure 34f

Figure 34f

 

Email .htm and .txt documents to the client.  The Email icon will only display for these types of document files.

 

Attach a document to a line item of the client's active statement. (Figure 34g)

 

Figure 34g

Figure 34g

 
Use Search Again to access the general document Lookup feature to locate a specific document file. The Search Again function will search all owner or tenant online documents.
 

Refer to the Adding Documents section of this guide for more information about uploading  new documents.