Documents
Upload and manage documents by entity (asset, tenant, etc.).
Showing Web screenshots
Switch between web app and mobile app screenshots. Step text is the same; mobile images can be uploaded separately.
Opening the Documents list and understanding entity filter (by asset, tenant, etc.)
Go to /Document/Index. The list can be filtered by entity type and entity (asset, tenant, application, etc.).
Filtering documents by entity type and entity
Filter by entity type (e.g. Asset, Tenant) and then by a specific entity to see only related documents.
Uploading a new document (file, name, entity, category if any)
Click Upload. Select file, give it a name, choose the entity to link to, and set category if used. Save to upload.
Viewing and downloading a document
Open a document to view it in the browser or download. Use this to review leases, inspections, and other files.
Editing document metadata (name, category, entity)
Edit the document's name, category, or linked entity. Save to update. The file itself may or may not be replaceable depending on the app.
Deleting a document
Delete a document when it's no longer needed. Confirm; deletion may be permanent.
Organizing and searching documents
Use search and sort to find documents by name, date, or category. Keep naming consistent for easier search.
Folder or category structure (if used)
If the app uses folders or categories, use them to group documents (e.g. Leases, Inspections, Insurance).
