Sharing Documents And Files With Your Tenants
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If you are using the Tenant Portal feature and would like to share something with your tenants, for them to view on their portal, then here are some tips to help:
In the following screens you have the ability to share a file or document with a tenant.
Properties *Expand
Essentials
Safety Certificates
Insurances
White Brown goods
Utility Suppliers
You can also set sharing options in Files. Select View Details from the three dots menu next to any document to assign a document to a contact, unit or tenancy.
Also in the Files area, you can tick multiple documents and bulk assign and unassign documents to multiple contacts, units and tenancies. Please note the following:
A document with Shared with Tenants enabled and assigned to a tenant will be visible in that Tenant’s Portal,
A document with Shared with Tenants enabled and assigned to a unit will be visible in the Tenant Portal of any tenant with an active tenancy assigned to that unit,
A document with Shared with Tenants enabled and assigned to a tenancy will be visible to all tenants in that tenancy.
A document not assigned to anything, but with Shared with Tenants enabled, will be visible on the Tenant Portal to all tenants with an active tenancy.
