Managemate

How to Use Email Automation to Create New Document Record in Managemate

Start here to learn how to work with Managemate's smart documents feature.

Working with condominium documents in Managemate

In this article, you will learn how to save files and emails in your Managemate account, as a “Document” record.

How to Save a File or Email as a Document in Managemate

Keep your documents updated to help maintain the relevance and reliability of the document.

How to edit or update an existing document's details

You can link documents to projects, activities, or vendors to group related information together.

How to link documents to other records

You can add tags to your documents to help you group similar documents together and ensure they are easy to find in the future.

How to use tags to find and sort documents

Salim Dharssi

Learn how to use our smart document organization here.

Documents

Create a custom design with text, images, and links

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Find answers and get help from Intercom Support and Community Experts

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