Introduction

Your CRM should be an all-in-one place to organise everything for your contacts and applications. This article outlines how to upload documents to your LoftyWorks account.

Learn more about document management here: 

• Documents in Lettings Application

Summary

• Upload a Document to an Application
  • File
  • Document Template
  • Email Attachment
  • Dropbox
  • Google Drive
  • DocuSign
• Upload a Document to a Contact Profile

Upload a Document to an Application

Navigate to a lettings application and select Documents. 

Click the Add New drop down menu to add a new folder to organise your documents or a new document.

Click Upload or simply drag and drop a document to the screen to upload.

After clicking Upload, you'll see that there are many options to upload your documents to LoftyWorks.

File

Select file to upload a document that has been downloaded to your device.

Document Template

You can use document templates configured in settings, reference Document Templates to set up document templates.

Email Attachment

This option allows you to forward emails attachments to LoftyWorks and upload them has documents, using the unique email address provided here.

Dropbox

If you have a Dropbox account, integrate that here to upload document to LoftyWorks directly from Dropbox.

Google Drive

Integrate your Google account to upload files to LoftyWorks directly from your Google Drive.

DocuSign

Learn more about our integration with DocuSign here: Docusign Integration

Upload a Document to a Contact Profile

Documents can also be uploaded to a contact's profile, regardless of whether they have an associated application or not. Navigate to the contact's profile, select Documents, and click the + icon  next to Documents.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.