Content
- Introduction
- Guide in Cockpit
- Information in the Help Center
- Required Permissions
- Document Management Functions
- Benefits of Document Management
- Example of Document Management
Introduction
The document management in the Allthings Cockpit allows you to centrally store, organize, and share important files with residents. Through a structured filing system, relevant documents, such as rental agreements, can be efficiently managed and made accessible to the respective residents. To use the document function in the Cockpit, navigate to the Documents menu item. Here you can create folders, upload files, and edit or delete existing content. Documents can be stored at various levels, such as for a specific property, building, individual residential unit, or rental period.
Guide in cockpit
An interactive guide is available in the Cockpit that leads you through the functions of document management. You can start this guide via the Assistant in the Cockpit or, if you are already logged in, directly via this link.
Information in the help center
For detailed instructions and further information on using the document function, the following articles are available in the Help Center:
Would you like to know where residents can find the function in the app and how it is displayed?
Required permissions
To use document management, you need the "Doc Agent" permission. If you have the "Bulk delete documents" permission for a specific channel, the "Delete all documents" button will be displayed.
Document management functions
The document function offers you the following options:
- Create folder structure: Organize your documents in a clear folder structure to maintain an overview.
- Add files: Upload relevant files and make them available to residents.
- Edit and delete: Update existing documents or remove outdated files from the system.
Benefits of document management
By using the document function, you benefit from:
- Centralized storage: All important documents are stored in one place and easily accessible.
- Efficient communication: Residents can access relevant files directly via the app, which improves information flow.
- Time savings: Quickly finding and managing documents reduces administrative effort.
Example of document management
A typical example of using the document function is providing rental agreements, house rules, or maintenance schedules. Residents can view these documents in the Allthings App under the My Home menu item and download them if necessary. This facilitates access to important information and promotes transparent communication.
By effectively using the document function in the Allthings Cockpit, you optimize your document management and improve service quality for residents.