movebutler allows you to upload documents against either a transaction or an individual client, depending on the type of document you need to store.
- Transaction Documents – Documents that relate to the property or transaction as a whole, such as title registers, property information, or other shared documentation.
- Client Documents – Documents that relate to a specific client, such as identification documents, proof of address, or any other client-specific documents.
The following guides explain how to upload documents to each location.
Transaction Documents
To upload a document against a transaction:
From your Dashboard, navigate to Property Audit and select the relevant transaction.
- From the Transaction Overview page, click Add Document.
Select Transaction Document from the Category drop-down list.
Click Upload File and browse to the document you wish to upload.
Note: The maximum file size is 1000 KB. Supported file types are: .jpeg, .jpg, .bmp, .png, .gif, .tiff, .pdf, .doc, .docx, .odt, .rtf, .xls, .xlsx.
Once the file has been selected, choose the appropriate Document Type from the drop-down list.
- Click Save Document.
Client Documents
To upload a document against a client.
From your Dashboard, navigate to Property Audit and select the relevant transaction.
- From the Transaction Overview page, click Add Document.
- Select Client Document from the Category drop-down list.
- Click Upload File and browse to the document you wish to upload.
Note: The maximum file size is 1000 KB. Supported file types are: .jpeg, .jpg, .bmp, .png, .gif, .tiff, .pdf, .doc, .docx, .odt, .rtf, .xls, .xlsx.
- Once the file has been selected, choose the appropriate Document Type from the drop-down list.
- Select the client the document relates to from the Client drop-down list.
- Click Save Document