Overview

Explore the core of document management within DoorSpot, focusing on organizing and uploading documents to streamline rental operations. Understanding how to efficiently handle documents is crucial for managing your property portfolio and enhancing communication with tenants.

 

Organize Documents

 

Create Folders

The Add a folder button allows you to create new folders to organize your documents in DoorSpot. This helps in keeping your files structured and easily accessible.

To create a new folder, follow these steps:

  1. Navigate to the Documents section in the DoorSpot UI.
  2. Enter an appropriate name for your folder and click Save to create it.
  3. Click the Add a folder button located at the top of the page.
  4. A prompt will appear, asking you to name the new folder.

Once your folder is created, you can use it to organize your documents. Simply drag and drop files into the relevant folder to keep them categorized by their purpose, location, or any other criteria you choose.

 

Tag Documents

DoorSpot allows you to add tags to documents, making them easier to categorize and find. Tags are keywords or phrases that you can assign to your documents, helping you quickly locate them later.

  1. To add tags to a document, click on the document to open its details.

  2. In the document details, locate the Tags input field.

  3. Type the desired tag in the Tags input and press Enter to add it.

  4. Repeat this process to add multiple tags.

  5. Click on the Save button to save the tagged document.

Using tags helps you organize your documents efficiently. You can use tags to label documents based on location, type, or any other relevant criteria. This system simplifies document categorization and retrieval, allowing you to find what you need with ease.

Use Tags for Easy Document Retrieval

Tags make it simple to organize and find documents quickly. By adding relevant tags, you enhance your ability to sort and access files efficiently. Integrating tags into your system helps streamline your workflow and reduces time spent searching for documents.

Upload Documents

 

Select and Upload Files

To start uploading a new document in DoorSpot, you will need to use the New File button.

Begin by navigating to the Documents section. Here, you will see the New File button.

Click on the New File button to initiate the file upload process.

 

An upload modal will appear on your screen. Here, you can choose to either click the Click to upload button or drag a file directly into the modal.

 

After selecting your file, ensure that it appears correctly in the modal and then click the Save button.

 

Once the file is uploaded, it will be added to your document list. You will see a notification confirming the successful upload.

 

Manage Uploaded Files

When you upload a new document in DoorSpot, you can add tags to help organize your files. Once you've selected the file, you'll see an option to add tags.

  1. Click on the Tags input.

  2. Type the desired tag name.

  3. Press Enter to add the tag.

  4. Repeat the process to add multiple tags.

After adding the desired tags, click the Save button to finalize the upload. Your document will now appear in the file list with the tags you specified.

 

Once the file is uploaded, you can manage it by editing the tags or viewing the document details. To edit tags, click on the document name to open its details and select the Edit option to modify the tags. Clicking on the document name also allows you to view other details and take further actions like downloading or copying the file.

 

Manage Document Details

 

Edit Document Information

To access and edit document details in DoorSpot, you first need to navigate to the Documents section. This section is located under the Communications tab.

 

You will see a list of folders and files. To view and edit the details of a document, click on the document's name. This will open the File detail modal.

 

In the File detail modal, you'll find options to edit the document's name and tags. Click on the Edit button within this modal to begin making changes.

 

To change the document's name, simply type the new name in the provided Textbox. Once you have entered the desired name, make sure to save your changes.

 

Tags can be added or updated in the Tags input field. Type the tag you want to add and press Enter to apply it. You can add multiple tags by repeating this process.

 

After editing the document's name and tags, click the Save button to finalize your changes. The updated details will be reflected immediately in the document list.

 

Use E-sign Templates

E-sign templates in DoorSpot allow you to add fields to PDF documents, making it easy to collect signatures and other information from tenants.

  • Go to the Documents section.

  • Click on a document you want to attach an e-sign template to.

  • In the file details modal, click Add Template.

  • Follow the prompts to add fields to your document, such as signature fields or dates.

  • Save the template when you're finished.

Using e-sign templates is beneficial because you can use the same document multiple times without needing to recreate it. This streamlines the process and ensures consistency across all documents.