The form management module works as a central document management section in the portal. You can upload, categorize, control access and share documents from a central location.

1. From the left navigation, click ‘Document Management.’ 
2. Click ‘Add New Document’
3. Fill in the form, upload documents and make sure to mark the document approved.
4. Submit

Some important fields

• Review Date: The date when the document was reviewed
• Expiration Date: The document’s expiry date. If this field is set, the document will not be visible after the expiration date.
• Related Property: If a property is selected, the document will be available in the tenant portal of all the tenants in that property
• The document is private: If this flag is set, then only you will be able to view the document regardless of all other settings.
• The document is approved: If this flag is not set, the document will not be available to anyone, regardless of all other settings.