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:
Summary
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.
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