How to Find Document Records in Document Section of Managemate Application
Access the document section from the left-side menu
Find document records using the search bar, tags, or date range
Search bar: Enter keywords to locate specific document records
Tags: Filter document records by assigned tags
Date range: Use the Date From and Date To fields
(See the screenshot below for an example)
How to Navigate the Document Section of Managemate Application
Access the document section from the left-side menu
Sort document records by Document Date or Document Name
Click Doc Date column to toggle between newest and oldest
Click Document Name column to toggle between A–Z and Z–A
(See the screenshot below for an example)
How to View Other Records Linked to a Document Record within Document Section of Managemate Application
Access the document section from the left-side menu
Click the green drop-down arrow next to a document record
Click Link Records to see all linked records associated with that document such as project, activity, and vendor records
(See the screenshot below for an example)
How to Create a New Document Record in Managemate Application
There are multiple ways of creating a document, you can manually create a document via the documents section and the dashboard or when working with another record.
Documents can also be added automatically by forwarding emails to your condominium’s dedicated email address.
To learn more how to manually add documents, you may visit How to Save a File or Email as a Document Record in Managemate article.
Retrieving Deleted Document Records in the Recycle Bin
Document records that are deleted will automatically move to the recycle bin, where they are kept for 90 days before automatically being deleted permanently.
To view deleted documents, click the "show recycling bin" toggle, which displays all documents in the recycling bin.
For more information about restoring records from the recycling bin, you can view our article on the Deleting and Restoring Records from the Recycle Bin of Managemate Application for more info.
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