You can attach outside files to Breeze records; for example, you could link a PDF version of an owner ledger to a Breeze owner record.
Every record screen (object or transaction) has an Attachments tab. This includes the Property screen, the Owner screen, the Vendor screen, and many others.
To add a new attachment
Open the record (for example, an owner record).
Click the Attachments tab.
Drag and drop the file into the Drop files here to upload box. Or you can click the Choose Files button, and browse for files on your computer or device.
The file is uploaded to Breeze and appears in the Uploaded Files section of the screen.
Note: If you want to Publish/Unpublish the selected files to the owner portal, be sure to have the Document Types set to "Shared" with different types of owners through Site Manager, or else it will not publish to CondoCafe.
To edit an attachment
Click the Edit icon (
). The screen becomes editable.
You can now edit the name of the uploaded file or assign a Type.
To save the changes, click the checkmark icon (
).
To download or delete an attachment
To save an attachment to your device, click the download icon (
).
To delete an attachment, click the trash can icon (
).
Attachment types
Attachment types allow you to categorize different attachments. To set them up, go to Admin > Toolbox > Custom Lists > Attachment Types (tab).