Managemate’s smart document feature is designed to help you organize your records with your work, not in file folders.
With Managemate, you can link documents to other records meaning you’ll always know the context the document exists in, add descriptions to your documents and notes to keep everyone on the same page about details of the documents, and tags to find the documents you are looking for.
Viewing documents in the Documents section
To view documents, navigate to the documents page by clicking on "Documents" in the main menu.
To find a specific document you are looking for, you can search with keywords using the search bar at the top, using tags, or select a time frame the document exists in using the “date from” and “date to” filtering options.
Documents can be sorted by date or name in ascending or descending order. Click the "doc date" column header to toggle chronological order, or click the "document name" header to toggle alphabetical order.
Accessing deleted documents in the recycle bin
Documents that are deleted are automatically moved 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.
You can apply the same filters and sorting options as with active documents. To restore a document, click the restore icon in the rightmost column.
For more information about restoring records from the recycling bin, you can view our article on the recycling bin for more info.
How to view other records linked to a document
In the documents page, the green drop-down arrow allows you to view other records linked to any given document, such as project, activity and vendor records
You will be able to see the name and category (project, activity, or vendor) of the record linked to the document.
Creating a new document
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 Creating documents manually in Managemate article.