▶ Assets > Building card


You can store various documents and records of events related to the Building in the Interactions & files section.


This section is available in the Assets > Building card as well as Contracts > Rental Contracts, Service Contracts and Requests. It has the same functionality across the Moderan.


Uploading a File


To upload the Files, e.g. Agreements, Contracts in the Interactions & Files section:

  • Go to the Building card;
  • Find the Interactions & Files section, click +ADD NEW and fill in all the necessary info about the Document:


The fields in this section:

  • Date* - mandatory field. You may add documents and interactions with current date or dates in the past for ones that were signed earlier. 
  • Type - select from the list of Types what describes the File you want to add (e.g. Contract) 
  • Description - enter file description (e.g. original Contract signed, Appendix I, etc)
  • File url - if you are using external document management system, add here the external URL leading to the file 
  • File (upload area). We support all file formats! Upload a Contract pdf or digitally signed file, a Deed, any XLS sheets or pictures that are related to the Building.


NB! You can select or drag-n-drop multiple Files at once.

However, added Files cannot be deleted or edited. 
If you need to change the File, add a new line with the correct File and delete the line with the incorrect one.


Setting Tasks and Reminders


When the interaction is saved with a future date, Moderan automatically sets a reminder.

Program indicates, that Interaction has a reminder by adding the Bell icon next to the date:


NB! Interaction reminders are sent personally to the email in the Assignee field.



Ending a Task or Reminder


To end a Task or Reminder set for the future (bell sign) or expired and not marked done (pink lines) click to Edit this interaction and add a tick to Mark as Done:



Hint! By default an interaction will be marked as done automatically, if you are adding it with date in the past or today (not future).


Types of Interactions & files in Moderan


In Moderan you can record various types of files and activities. By default Interaction & files have the Following Types:

  • Certificate
  • Contract
  • Deed
  • Interaction
  • Other



You can create your own types in the Admin > Settings > Customizing contract fields (available only for Admin user):


Documents

▶ Assets > Documents


All files uploaded in the Interactions & files block are gathered together under the Documents tab:


Documents table works the same way as any other table in Moderan:

  • You can arrange columns in certain order (by grabing column header and dragging it to a desirable place);
  • You can sort columns by ascending or descending order;
  • It is possible to Hide some columns or Show all of them;
  • You can Filter Documents by certain criteria (File Name, document Type, Date, Property, etc.);
  • It is possible to search through all Documents uploaded in your entire Portfolio with the key words.



Documents list can be exported to Excel.