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Edit or Delete a File

How to edit or delete Files in DoorLoop

Samuel avatar
Written by Samuel
Updated over a week ago

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

Getting to the object you want to edit and delete files for in DoorLoop will be different depending on where that object is. However, editing, deleting, and viewing those files will be the same regardless of where you are.

Edit a File

  1. If you want to edit a file and change a File Name, Add Description, or Select Tags, first find the file on the Files tab of the object it's associated with. Then click the 3-dots icon to the right of the file and select Edit info.

  2. On the File Info window, you'll be able to make changes to File Name, Add Description, and Select Tags. You will not be able to edit the Category, what the file is associated with, or the Unit.

  3. Click Save when you finish making your file edits.

Delete a File

  1. If you want to delete a file, first find the file on the Files tab of the object it's associated with. Then click the 3-dots icon to the right of the file and select Delete File.

  2. A Delete Confirmation window will pop up. Click Delete to confirm that you want to delete the file to finish.

View a File

There are a several 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 automatically get a preview of what the file is.

The other way to preview files is to click the 3-dots button on 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.

If, for any reason, you can not preview the file because it is an unsupported file type, you also have the option to Download the file. Click the 3-dots on the file you want to download and select the Download option. You'll then be able to view the file using any supported app on your device that can view it.

Note: Files that are added to Notes do not have a preview option. These files will need to be downloaded first in order to be viewed.

Access All Your Files in One Place

DoorLoop also 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 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 for a quick preview. If you want more info or want to edit the file info, use the 3-dots icon to bring up the other file options.

The Files button on the main menu makes searching for files much easier too, 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.

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