11 How to upload and send documents from Lease Contract

Documents section in the Lease Contract allows to upload any type of files to the system and retrieve them at any time by any user. You would be able to send those files directly from the system to other team members and/ or Customer.

To upload a document to the Lease Contract:

• Open the Lease Contract Card and go to the Documents section. This Tab grants access to Lease Contract document attachments.
  • Document Type Code. This field identifies the group that document template is assigned to. In this case, we would to select ‘INBOUND’, because we are uploading a document to the system.
  • Template Code. Select certain document identification code. The same documents can take part in different document sets and have multiple document Type Codes.
  • Document Date. Define actual date of the document. It is automatically suggested as the date of line insertion, but it could be modified by the user.
  • Description. Enter document description for informative purposes.
• Go to Manage, click Import to upload a document. Select the document you want to attach to the Contract.

• To review uploaded document, go to Manage and click Open.

Documents created on Lease Contract could be shared by email directly from SOFT4RealEstate:

• Select a document that has to be shared.
• Enter Contact information. Eiter choose a Customer from the list, or enter E-mail address manually.
• Go to Manage and click Send by Email.
• Define email body template that would be used.