Overview
Need to keep track of important details? You can add notes to almost anything in DoorLoop—tenants, leases, tasks, vendors, and more. It’s a simple way to store info you might need later.
The Steps
You can add notes almost anywhere in DoorLoop—tenants, leases, properties, and more. To view a note later, go back to where you added it or search in the Notes section from the main menu.
Add a Note
To add a note, find the object you want to add a note for in DoorLoop and click on it. So if you want to add a note to a unit, for example, you would click Rentals on the main menu and then click Units. Click on the unit you want.
Click on the Notes tab and then click the + Create New Note button.
Enter the following information for the note:
What's your note's title? - Easy, enter the title of your note so it is easy to find later.
Write your note - Enter the content of your note.
Select Tags - If you've created Note Categories, you can assign your note to one of these categories so you can filter by it later. This can be helpful if you have a large number of notes and need to sort them.
Upload an option file to be added to the note.
Upload any necessary files (optional) and click Save to complete.
Tip: Notes that are created this way are internal and can not be seen by the tenant. Any files that are uploaded to a note must be downloaded later if you want to view them. There is no preview for files uploaded to notes.
Notes help you keep everything in one place. And if things change, you can update them anytime. Easy to add, easy to edit, and always there when you need them.
Manage Your Notes
If you ever need to edit a note, find it on the Notes tab of wherever you created that note, and then click on it. If needed, you can filter the notes by the date created, who created the note, note tags (the note categories you've created), or use the search bar.
You can not edit the date of when a note was created, but you can edit the details of the note.
Make the changes you need to make, then click Save.
You can also click on the three vertical dots icon in the upper right corner of the note and choose Edit. If you need to delete the note, choose Delete.