.svg)
Why did we build this?
Across the Occupier platform, we have unlimited document storage and the ability to create folders to organize these documents. In Transaction Management (“Deal Tracker”) we built this feature to enable users to upload, save and sort into folders the many documents that arise over the course of identifying (building flyers, floorplans), selecting a site (financial analyses), and negotiating (RFPs, LOIs) a new lease transaction.
With Occupier, in our site selection function, you can centralize all of the documents and create folders to organize your documents. This allows every stakeholder to access these documents very easily by uploading them to specific sites into specific folders.
The goal of this function is to allow all stakeholders in the real estate process to stay organized and eliminate the need to search through email threads for one document pertaining to a certain site.
Folders keep people organized and documents in the places where people can access them. You can also rename and organize folders my name etc.
What does it do?
Creating document folders for “site selection” allows users to create document folders on specific sites (ex. Financial Analyses, Floor Plans, Proposals etc) to allow the real estate team to stay organized.
This function allows users to rename specific folders (RFPs, LOIs, financial analyses, build flyers, floor plans) associated with selecting a new location and negotiating a lease and assigning to a specific site.
In Occupier, we enable users to customize their folders and workflow to adhere to their vernacular, jargon, etc. and name the folders in accordance with their workflow.
How to use it:
Step 1: Start in Deal Tracker and select a Deal where you would like to save or assign a document to a specific site.
Step 2: Click Site Selection from options
Step 3: Click on a specific site
Step 4: Click on “Add New”
Step 5: Click “Create Folder” from the drop down menu
Step 6: Once a folder is created, you can rename, move, delete or edit the description of those folders by clicking on three dots on the right hand side and selecting from the drop down menu. Alternatively, you can add/edit the description of the folder by clicking directly on it and saving