Attaching Diary Events, Emails and Documents to the journal

Attaching Diary Events, Emails and Documents to the journal

Attaching Diary Events, Emails, Documents and Notes to the Journal

 

 To store diary events, emails, documents and notes to the relevant property record, open the property record and click on the 'Journal' tab. You will be presented with 4 new tabs on the top of the 'Journal' tab (Diary, Emails, Documents and notes).

 

Diary Event

 

in the diary tab you can click 'Add' to open the 'Diary Entry' window, from here you can create your diary event. 

 

Emails

 

On the 'Emails' screen any emails sent via Decorus Essentials will be shown on this screen. You can also drag and drop any emails from you Microsoft Outlook account on the highlighted section below to attach that email to a particular property record. 

 

You can view a d open any emails that are displayed on the emails window by double clicking on the email to highlight it and then click 'Delete'. 

 

Documents

 

To attach documents to Decorus Essentials, click on the 'Documents' tab. This will display any documents merged or against this property. 

To attach any other documents such as images or letters that have not been created in Decorus Essentials, click on the 'Add' button or scan any documents directly from Decorus Essentials such as written documents by using the 'Scan Documents' icon.

 

Notes

 

To attach any other notes to the property record, clikc on the 'Notes' tab. In this window you can see ay notes attached by users or 'Add' you own notes, if you have a list of notes you can select all or several and print them.

When you click the 'Add' button the 'User Note' window will open, on here you can type any type general notes against the property and even attach documents. Use the 'Property' and 'Tenant' drop down boxes to attach the note against other properties or tenants if applicable. Click 'Save' when completed to add the note to the 'Notes' summary screen.

 

 

For More Information Please See The Attached Document


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