How to manage Documents of Units?

You can upload and store all type of documents related to Units or Customers / Occupants on iSocietyManager. Online availability of the documents has below advantages:

  • Omni Accessible: You can access the documents as and when required. If you have internet and right permissions, you can access the documents from your mobile, browser, etc.
  • Secure & Safe: Online is secure and safe place. With the security policies and back up strategy in place, your documents are secure and safe.
  • Unlimited Storage: There are no space issues, you can upload any number of documents.

To access document service follow the below steps:

  • Go to More-> Document Repository

document repository, document management, unit document

  • You will see the Document Repository home page. Start typing Unit details ( Unit Number, Name, Mobile number etc.. ). The system will display the documents of that unit will details:
    • Name
    • Type of Document
    • Upload Date
    • Remarks

document repository, upload user documents, online document management

 

You can categorize document under different heads so that it’s easy to track. To add new document type or category.

  • Go to More-> Document Repository and click on Type Button
  • You will see existing document types. You can also add a new document type using the right side of the UI.

add new document type, document category

 

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  • Go to More-> Document Repository. Then click on Add button on the Document Repository Home Page

document repository, upload user documents, online document management

 

  • You will see a UI to enter a new document detail. You have to choose, document type. Fill the details and click on Save.

upload document, add user document, add unit document

 

You can categorize document under different heads so that it’s easy to track. To add new document type or category.

  • Go to More-> Document Repository and click on Type Button
  • You will see existing document types. You can also add a new document type using the right side of the UI.

add new document type, document category

 

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