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This guide has been reviewed against our global client base and classed as relevant to all regions

As part of the new user interface (UI) project, the document management screen has been redesigned to bring it in line with previously redesigned screens. All existing functionality exists but with a refreshed look and feel. 

The screen can be seen in many areas across the system, allowing you to store electronic copies of documents, letters, certificates, etc.


From a screen where a document can be stored - usually via:

  • DocsDocuments button (or paperclip icon - e.g. pre/post tenancy checks)

    The Document Management screen will be displayed


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