Document Management in the Mobile App

Building documents are uploaded and stored in the Document Management System (DMS).

Strata Managers have access to functions that assist with the management of these documents in the Mobile App , such as search functionality and communication with stakeholders.

Contents

• View Files
• Search for Documents
• More Actions

View Files

To access their building's documents, Strata Managers can click the 'More' icon on their bottom toolbar and select 'Documents'.

Once a file is selected from the list, the managers can preview the document.

Clicking 'Details' will show the following:

• Document Type
• Lot Number (if applicable)
• Notes
• Tags
• Jobs the Document is associated with (if applicable)
• History
• Who the Document is shared with

Searching for Documents

Strata Managers can use keywords in the Search Bar to help find their documents.

Additionally they can narrow their search by filters and special markers:

Filters

• Document Type
• Plan Number
• Lot Number
• Tags
• Date Range

Special Markers

• Favourites
• Deleted

More Actions

Strata Managers are able to perform additional actions on their documents by clicking the three dots next to the document.

The additional actions include:

• Share the document
• Message users
• Add to favourites

Sharing the Document

Selecting 'Share' allows the user to save the document to the mobile device or share it through other mobile apps

Message Users

Selecting this option will create a new message that links to this document.

Add to Favourites

Selecting this option will add the documents into Favourite Documents, which can be found by filtering by 'Favourite Documents' from the Documents List Page.

Strata Managers should contact us with any further questions regarding this process.