Option 1: Creating a Document from in Dashboard
Click the Create New dropdown.
Select Add Document
Fill in the Add Document form.
Click the Create button to save the document.
Option 2: Creating a Document from the Document section of the Managemate Application
Navigate to the Document section using the main menu.
Click the Add New Document button.
Fill in the Add Document form.
Click the Create button to save the document.
Option 3: Create a Document Record when Viewing Other Records (Activity, Project, or Vendor)
Navigate and access the record.
Go to Record Documents tab
Click Add Documents
Click Add New Document
Fill in the Add Document form
Click the Create button to save the document.
Option 4: Create a Document by Email
Please refer to the article How to Use Email Automation to Create New Document Record for a step-by-step guide.
Description of the Fields available in the Add Document Form
When creating a new document record, you have the option to provide the following details that relate to the new document:
Document Files – Upload or drag files into Use Drag & Drop Files button.
Click “For files larger than 50 MB, click here” (500 mb maximum file size)
Document Name (Required)
Once the file is uploaded, it automatically captures its file name. You can rename it and enter your preferred document name.
Document Date – Enter the date of the document. Managemate defaults the document date to the current date, but you may change the default date by typing the date or selecting another date using the calendar icon.
Document Description – Add any details or notes about the document.
Tags - Add tags to help categorize and identify documents easily. You can also create new tags within.
Please refer to the article “What is Managemate Tags Feature” to learn more about tags.
Link Document to a Project – link the document to a related project to keep everything centralized, accessible, and organized for smoother project management. (e.g., proposals, work orders, and reports for the “Balcony Repairs” project)
Link Document to an Activity - link the document to a related activity to keep everything centralized, accessible, and organized for smoother activity management. (e.g., meeting minutes, agendas, and financial statements for a “Board Meeting” activity)
Link Document to a Vendor - link the document to a related vendor to easily keep everything centralized, accessible, and organized for smoother vendor management. (e.g., contracts, quotes, and warranties for a vendor)
Note: Please refer to the article “How to use Managemate Cross Linking Records feature” to learn more.