Document Library

Document Library

The site team can upload their own files to be shared with their tenants into a global repository.  
Note: This is a site option and not limited by Occupiers
If the Document Library module is not visible for you, please contact Bluepoint support
1. Click the hamburger menu (top left corner) and select Document library
2. Add Document - to add a new file to the library



3. Title - enter a name for the document (mandatory)
4. Description - brief details of the document (mandatory)
5. Category - you can select from a list of subjects to sort by for organisation 
6. Draft - if you need to update a document at a later date, you can save it as a draft copy
7. Select file - choose the relevant file from your computer or from your network (mandatory)
8. Upload - this will add the file to the repository
9. Submit - the document will be saved as a new record



The main receptionist administrator group will need to have the Manage Site Document permission so they can create, modify and delete any documents - only Bluepoint support will be able to make this change. We will also ensure no other profile will have access to this permission
After a document is loaded, any Bluepoint host of the site can view them whilst not being able to change nor delete them. If a document is in its draft stage, hosts won't be able to see them







    • Related Articles

    • Yardi Client Central Guide

      We have migrated our client support to the Yardi Client Central portal. https://clientcentral.yardi.com/ These changes will enable a more efficient and structured approach for submitting support cases to our technical support team. We will be asking ...