Link/add documents to a contact

Keeping Your Records Organised: Attaching Documents to Contacts and Properties

Staying organised requires keeping all relevant information together. Here’s how to effortlessly attach documents to both contacts and properties in your CRM:

Attaching to Contacts:

1. Access the Contact: Locate the specific contact you want to associate a document with. 
2. Find the Section: Look for a dedicated section labelled “Attached Documents,” within the contact’s information page.

Attaching to Properties:

1. Edit the Property: Find the specific property you want to link a document to. Click on the “Edit” button or option associated with the property.
2. Navigate to Admin Section: Within the edit options, locate a section titled “Admin”.
3. Find the Attachment Feature: Look for a button labelled “Attach New Document” within the admin section.

Benefits of Attaching Documents:

• Centralised Information: Keep all relevant documents related to a contact or property readily accessible in one location.
• Improved Context: Documents provide valuable context and details, enhancing communication and decision-making.
• Streamlined Workflow: Eliminate the need to search for documents scattered across different locations.

Find out how to share your document easily here.

PLEAE NOTE:
PropertyList does not have access to any contacts, property documents, or pipeline info. This ensures that your information remains secure within your office. However, please be careful when deleting any items, as we are unable to retrieve deleted information either.