What good is information if it is not actionable? Linking your documents to relevant projects, activities and vendors provides relevance to your board and property manager. Make decisions faster based on relevant knowledge.
There are two ways to link a document:
Visiting the documents section itself
OR editing the record, project or vendor you want to link your document with.
Linking projects and vendors when editing a document
From the dashboard let's find the record of interest you want to edit and link.
One way is to click on a document in the “Recently Created Documents” section of the managemate Dashboard
Or visit the documents section from the main menu
When entering the documents section find your record of interest and click the “Edit” icon button next to it.
Scroll down towards the bottom of the edit document popup to the Linked Records section.
If you want to link a project, start typing the project name in the project search box, then click the project name that appears in the list to link it.
If the project doesn’t yet exist in managemate, click the “Create New” option to create a new project record without leaving the page.
Follow the same process to link a vendor. Click in the vendor search box and type the vendor's name, then click on the vendor's name that appears in the search results to link it.
Similarly, if the vendor doesn’t yet exist in your managemate account, click the “Create New” option to create a new record for that vendor.
Click the “Save” button on the popup, to save your change.
Now when you view the document, the record you linked to will appear in the list of Linked Records at the bottom of the view document page.
Linking to an existing document from a project or vendor page
While logged into managemate, find and view the project or vendor you want to link the document to.
For our example let's visit the projects section to edit any project of interest. Click on the Documents tab which is below the record name near the top of the page, in our example, we clicked “Project Documents”.
Click the “Add Documents” button.
Then select the “Add Existing Documents” option in the menu that appears.
A popup will open that displays all the documents in your account that are not already linked to that record.
In the list, find the documents you want to link.
Then for each document you want to link, click the “Plus” icon (+) for each.
Then click the “Add to Record” button, to link the selected documents to the record.
FAQs
What types of records can I link a document to?
Documents can be linked to vendors, projects or activities.
How can I see what records a document is linked to?
When viewing a document in a list, such as when you’re in the documents section of the app, click the green arrow next to the document name.
You will see a sub-menu open that displays all the records the document is linked to.
Can I unlink a document from a record?
Yes, any record can be unlinked from a document.
One method is to go to the project or vendor page and click on the documents tab. Then click the delete icon (trash bin). In the popup that opens, click the “Unlink Instead” button. This will unlink the document from the record.
A second method is to unlink a project or vendor from a document when editing the document. When in the edit document popup, scroll down to the "Linked Records" section and click the “X” icon next to the name of the project or vendor that you want to unlink.