Archiving Properties

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• 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 ...

• Unlinking an Incident from a Property

  Attached to this page is the pdf of this article. If you wish to download this copy. Click on the "Attachments" link below. 

• Archiving Training Assignments Templates

  To archive a training assignment Template. On the top ribbon menu select the Training tab Select the Management section of the Training Module. The select the Assignments section If you do not see the management section, contact your administrator ...

• Delete a property

  In the Property Module, go to Follow-up Property and search for the property or property ID.  Once you have it below, double click on the property number to go into Property details.  Once you double click on the property number and go into the ...

• Updating Property Information

  A copy is available to download below.