Documents

The Documents tab will display a list of all the documents that have been added into Prisma. 

The Documents tab has the following filters available to use:

  • Search – Allows you to search by resident name or document type

Table: Document Columns

Field Description
Action

Edit allows you to update the description or if it should be available to the resdient in the portal.

Delete allows you to delete the doucment

Company The company name for which the document is associated with
Property The property name for which the batch is associated with
  Unit   The unit number associated with the doucment
 Name  The name of the resident
  Document  
Recipients  
Status  
Description The description entered when the document was added
  File Name   The name of the document uploaded
  Signed File  
  Catgegory  The category associated to the doucment
  Added On  The date and time stamp the document was added to Prisma
Showing Doc To Resident  Shows whether the document is visible to the resident

Within the columns, you may click the three dots and hide or show hidden columns to help make your view unique to you.

You may also drag and move columns so they are in the order of your preference.

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