• Files User Guide

    The Files module is a central repository for both portfolio and building specific documents. Files are hou...

    Account Management
  • How do I grant file administrative access?

    Any user designated as either a Property Manager or Coordinator has access to the file’s administrative fun...

    Client Success
  • How do I create a new folder or subfolder?

    Folders and subfolders are used to create organization for the files stored within Building Engines. The fo...

    {Matthew Gillen}
  • How do I edit a file folder?

    This article describes how to edit an existing folder. To edit a folder: Click Go To > Files > Files. Navi...

    {Matthew Gillen}
  • How do I delete a file folder?

    This article describes how to delete an existing folder. To delete a folder: Click Go To > Files > Files. ...

    {Matthew Gillen}
  • How do I upload a new file?

    This section describes the process of uploading a file. To upload a file: Click Go To > Files > Files. Cli...

    {Matthew Gillen}
  • How do I delete a File?

    This article describes the process of deleting a file. To delete a file: Click Go To > Files > Files. Clic...

    {Matthew Gillen}
  • How do I update a File?

    This article describes the process of updating a file. To update a file: Click Go To > Files > Files. Clic...

    {Matthew Gillen}
  • How do I search for a File?

    This article describes the process of searching for a file. To search for a file: Click Go To > Files > Fi...

    {Matthew Gillen}