Where documents live
Open Documents to see the vault of your organization. Documents are also shown on the Documents tab of the property, client, listing and order they belong to, which is the same vault filtered to that record.
- A folder tree on the left. Drag a document onto a folder to move it, or use Move to folder from the keyboard.
- A table on wide screens and cards on small ones, with search, filters and sorting held in the page address.
- A drop zone at the top: drag files in and watch the progress of each.
What a document carries
| Setting | What it is for |
|---|---|
| Name, description and folder | How you find it. |
| Category | Identity, proof of address, source of funds, entity registry, beneficial owner declaration, agreement, memorandum, risk disclosure, valuation, title deed, insurance, statement, tax, marketing or other. |
| Attached to | Your organization in general, or a property, client, listing, order or distribution. |
| Visibility | Who can see it. See Who can see a document. |
| Expiry date | For identity documents, insurance and anything that lapses. See Expiring documents. |
| Acknowledgement | Whether clients must confirm they have read it. See Versions and acknowledgements. |
Open the details drawer
Select a document to open a drawer with its settings, its versions, the acknowledgements, the access log and the option to delete it.
Bulk actions
- Download as ZIP: EasyHaus prepares the archive in the background, up to 1 GB, and gives you a link when it is ready. The link is for you only and expires after 24 hours.
- Move several documents into a folder at once.
- Delete several at once.
Note: Deleting hides a document and all its versions from lists. The files, acknowledgements and access log are kept so your records stay complete.