Managemate

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

By exploring document section, you can easily review uploaded files and see linked activities, projects, or vendor of a document record

How to Explore Document Section to Find Document Records in Managemate

Store condo‑related files in Managemate to keep important documents organized and easy to access.

How to Save a File or Email as a Document Record 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

Restore file uploaded to a document record in Managemate quickly and easily.

How to Restore File Uploaded in a Document Record in Managemate

Salim Dharssi

Chester

Learn how to use our smart document organization here.

Documents

Create a custom design with text, images, and links

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