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Sharing a Document with a Single Occupant: How to Do It ?

Support Team
Support Team
  • Updated
 

Go to the Documents tab

  • Go to the module Occupants

  • Click on the profile of an occupant

  • Click on the tab Documents


Add a document

  • Click on Download a document

  • Choose a title of document

  • Click on the icon Capture_d_e_cran_2022-08-26_a__11.21.10.png and select a document to add.


Edit or delete a document

Before deleting or editing a document, you should know that

  • When a manager uploads a document, the occupant can download it but cannot edit or delete it.

  • When an Occupant uploads a document, the manager can download it but cannot edit or delete it.

In the tab Documents

  • Click on the icon Capture_d_e_cran_2022-08-26_a__09.50.05.png to edit the title and the attachment of the document.

  • Click on the icon Capture_d_e_cran_2022-08-26_a__11.25.29.png to delete the document from the dropbox.

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