Viewing a document - Online Help

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Document Repository – Viewing a Document

Viewing Document:

1. To then View the document at anytime for a Property, Appraisal, Listing, Contract, click on

Properties Menu/Function.

2. Select either Properties, Appraisal, Listing or Contract Option button.

3. Search for the relevant Properties, Appraisal, Listing or Contract by typing in the look for

field and the Find Now. Once the relevant search has been found leave this in the grid highlighted.

4. Select the Actions button.

5. Select View Document.

6. All documents will appear which have been saved against this Property, Appraisal, Listing or

Contract. Then click on the

to view documents.

7. To then View the document at anytime for Staff, click on Administration Menu/Function.

8. Select the Staff Settings > Staff menu option.

9. Left click on the Employee in the List of records and highlight relevant Staff member.

10. Select the Actions button.

11. Select View Document.

12. All documents will appear which have been saved against this Staff member.Then click on

the

to view documents.

13. To then View the document at anytime for a Contact, click on Contacts Menu/Function.

14. Select All Contacts Option Button.

15. Search for the relevant Contact by typing in the look for field and the Find Now. Once the

relevant search has been found leave this in the grid highlighted.

16. Select the Actions button.

17. Select View Document.

18. All documents will appear which have been saved against this Contact. Then click on the

to view documents.