In the document section, various required documents can be uploaded to complete the task at hand. By having this one central hub, providing the same information repeatedly is eliminated, saving time and frustration.
Documents can be added by uploading them in the system or using documents previously uploaded in the your portal.
To upload a document in a Room:
1. In the Room > Documents ,click Add Document
2. Choose “Add a new document” or "add an existing document"
-
Choosing ‘add a new document’ in the window, choose a file or drop and drag the file you would like to upload. Most types of files are acceptable.
-
Choosing “Add an existing documents” gives you a list of current documents in your file to choose from. Select your file and click Import
3. Once the file is chosen and the upload is complete, the Activity log tab reflects a new action, the document is listed in the Documents list.
4. Back in the Activity tab, a new message from the Concierge will show the file was added with the date provided.