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Why did we build this?
Across the Occupier platform, we have unlimited document storage. In Transaction Management (“Deal Tracker”) we built this feature to enable users to upload and save 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 allow every stakeholder to easily access these documents by uploading them to specific sites.
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.
The Occupier platform allows someone to log in, select a site, and then see all of the documents pertaining to that site.
What does uploading documents do?
The document upload function for “site selection” allows users to upload documents to specific sites.
This function allows users to upload important documents (RFPs, LOIs, financial analyses, build flyers, floor plans) associated with selecting a new location and negotiating a lease and assigning to specific site vs. a deal (i.e. building address vs. city/market)
Brokers can upload these documents on the platform instead of transferring them via email so tenants can access them in real time and eliminate the need to search in email. On the flip side, tenants can save these documents so that other stakeholders know where to access them.
How to upload and view uploaded documents:
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 on site selection
Step 3: Click on a specific site to view
Step 4: To upload specifically floor plans to specific availabilities, click the red PDF symbol on the right hand side titled “Plans”. Alternatively, to continue to the document section to upload other documents. Select the documents tab
Step 5: Toggle to the right side of the page and click “Add New”
Step 6: Select “Add New” and choose from the drop down menu to upload from Google Drive, Box or from your Computer.
