Documents & Files Notes
Document Manager - All documents
1. Click Admin on the Main Menu. 2. Click Documents to open sub-menu. 3. Click on Documents Manager. 4. Documents Manager Screen will open. Rename a Document Any changes made to the document name, will change everywhere the document appears on ...
Files Notes
There are three ways to manage File Notes on PropWorx: Option 1: Manage from All Notes Report Option 2: Manage from file tab on customer file tab (e.g., Property tab) Option 3: Manage from Notes tab on customer file tab Option 1: Manage from All ...
Document Generator
The Document Generator serves as a versatile tool for creating and managing company documents intended for client use. These documents encompass a range of materials, such as lease agreements, welcome letters, inspection sheets, and body corporate ...
Managing Documents/Media Files
There are three ways to manage Documents/Media Files on PropWorx: Option 1: Manage from file tab on customer file tab (e.g., Property tab) Option 2: Manage from Documents tab on customer file tab Option 1: Manage from file tab on customer file tab ...