Overview
For most things in DoorLoop, you can add Files to refer to later. For example, you might add signed leases as files to your leases in DoorLoop to keep all your information in one place. You can also add files to tasks and work orders to keep track visually of any work done. Whether it's for a tenant, lease, prospect, owner, vendor, or task, whatever you need to keep information for, adding files might help you.
The Steps
Although getting to the object you want to add files for in DoorLoop will be different depending on what you are trying to find, adding and deleting files is the same for everything.
Add a New File
To add a file, find the object you want to add a file for in DoorLoop and click on it. For example, if you are adding a file to a Lease, go to Leasing > Active Leases and click on the lease you want.
Click on the Files tab and then click the Click here link or drag files into the box with the dashed outline to upload a file. You can also use the Upload New Files button to upload any new files.
Click Save to finish.
Tip: Files that are added here are internal and can not be seen by the tenant.
Edit or Delete a File
If you want to change a file name or add a description, find it on the Files tab. Click the 3 dots icon to the right of the file and you'll be presented with several options.
Edit File - This allows you to edit the file name, description, and File Tags.
Delete File - Remove the file from the record.
Download - Download the file to save to your computer.
Preview - Allows you to view the file.
Make the changes you need to make, then click Save.
View a File
There are a couple of ways you can view a file that has been uploaded to DoorLoop. Depending on where you are viewing the file you'll either need to download the file or you can preview it in DoorLoop.
If you click on a file, you'll normally be brought to the File Info window. From here, you would need to click the download button to download the file and view it.
The other way to view files is to use the Preview mode. Anywhere there is a file, you can click the three dots button next to the file you want to view and then click Preview. Doing so will bring up a preview window of the file without you needing to download it.
Access All Your Files in One Place
DoorLoop has the ability to view all your files in one place now instead of viewing them where you had uploaded them at. To access the new Files section, on the main menu, just click Files. You'll now get an overview of all the files you've ever uploaded, what they're related to, who created them, and on what date.
You are able to click on each file and it'll bring you to a File Info popup. From here you can download the file to view, edit the File Name, add or edit the Description and tags, and also click on what the file is related to. So for instance, if the file is related to a lease, click it and it'll take you to the lease.
If you click the 3-dots on the right of each file, you can select Preview to preview the file.
The Files button on the main menu makes searching for files much easier now, no matter where they are. You can also use the handy filters function too in order to narrow down the parameters to get to what you're looking for, quicker.