Organisation Admins, Strata Managers and Building Managers can access portal documents directly from Outlook. Documents can be searched, previewed, downloaded or attached to an open draft email. 

Users can access documents that have been shared with them or are available based on their ‘All Documents’ permissions.

Contents

• Downloading the Outlook Plugin
• Searching for Documents
• Previewing and Downloading Documents
• Attaching Documents to an Email

Downloading the Outlook Plugin

Users can access this feature by downloading the Outlook Plugin. Click here for instructions on how to download this plugin from your Portal Settings.

Searching for Documents

Users can search for available portal documents from Outlook using:

• Plan - Searches for documents associated with a particular Plan
• Lot - Searches for documents associated with a particular Lot
• Category - Searches for documents within a particular document category
• Text - Searches for documents using relevant text

Multiple search criteria can be used to refine the results.

Note: Only documents available based on the user's document permissions are displayed.

Previewing and Downloading Documents

Select a document from the search results to preview its contents.

After confirming the required document, click ‘Download’ to download a copy.

Attaching Documents to an Email

Portal documents can be attached directly to an open draft email in Outlook.

1. Open or create a draft email.
2. Open the portal document feature.
3. Search for the required document.
4. Select and preview the document.
5. Click ‘Attach’ to add the document to the draft email.
6. Review the email and attachment before sending.

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