Document Management in the Mobile App for Owners

Note: This feature may not be available to all users

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

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

Contents

• View Files
• Search for Documents
• More Actions

View Files

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

Once a file is selected from the list, Owners 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

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

Additionally they can narrow their search by filtering by:

• Document Type
• Tags
• Favourited Documents

More Actions

Owners 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.

For more information, see Messaging and Chatroom on the Mobile App

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.

This article covers the Mobile App. If you are looking for the Web version of this article, see:

Advanced Document Searching

Committee Members and Owners should contact us with any further questions regarding this process.