Adding Business Cards to Properties

Adding Business Cards to Properties

in Follow-up property, the business card will be associated with the property, not the inspection.

To do this, go to Follow-up property. And select the property which will open up the Property Details page. Then select Documents (the paper clip logo), 

 

In the documents page, it is recommended to add a topic of "Business cards" so they can be categorized. Double click "Sort a Topic" box to do so.


Type in the bottom line to add the Topic



Exit Document Topics when you're done adding the Business cards topic. 



To add a business card, in the documents page, select "Add Documents"
This is where you will be able to add a card you have scanned.



Once selected you can add the Topic of "Business cards" to it. then Exit when completed. 

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