Building Documents

Note: Common Building Documents are service agreements, financial agreements and management agreements. Tenant Leases are not usually considered Building Documents.

Adding

1. Select "Building Documents" from the Navigation Tree and click "Add" from the Pane 1 Toolbar.
2. Complete:
   • Document Name: (text field to be typed)
   • Document Type: (select from drop down)
   • Execution Date Type: (select from drop down)
   • Execution Date: (date field to be typed)
   • Inventory Status: (select from drop down)
3. Select "Save."
4. After selecting "Save," Pane 2 becomes available for editing. Highlight the document to be edited in Pane 1.
5. Select "Edit" and specify Document Details, including:
   • Receipt Date: (text field to be typed)
   • Medium Type: (select from drop down)
   • Physical Location: (text field to be typed)
   • URL: (text field to be typed)
   • User Doc Name: (text field to be typed)
   • Document Description: (text field to be typed)
6. Select "Save."

Uploading

Info: A document can also be uploaded by selecting ‘Upload File’ and navigating through the "Upload Document" pop-up window.

1. Select "Building Documents" from the Navigation Tree and highlight the document to be edited in Pane 1.
2. In Pane 2, select "Upload Document," to open the pop-up box.
3. Select "Browse" and locate the document to be uploaded from available files.
4. Highlight the document to be added.
5. Select "Upload Selected File."
6. Select "Save."

Deleting

1. Select "Building Documents" from the Navigation Tree and highlight the Building Document to be deleted in Pane 1.
2. Select "Delete."

Editing

1. Select "Building Documents" from the Navigation Tree and highlight the Building Document to be edited in Pane 1.
2. Select "Edit."
3. Make the appropriate changes, then select "Save."