why Cloud now: document storage

key takeaways

• darwin.Cloud now offers document storage for nearly all record types (properties, people, accounting, etc.) with unlimited uploads
• documents can be emailed directly to darwin.Cloud using unique email addresses for each record
• new features include document view tracking, chat integration with document links, and granular permission controls
• use cases include storing company documents, contracts, and financial records

topics

expanded document storage

• available for almost all record types in darwin.Cloud
• unlimited uploads per record
• email delivery option for easy uploading, even by non-darwin users
• documents can also be shared via text message chat

property document management

• access documents via the "documents" button on property pages
• unique email address for each property to receive emailed files
• smart sorting of uploads (e.g., images to media stream, PDFs to documents)
• document view tracking shows who accessed files and when

people & company document storage

• store documents for agents, suppliers, buyers, sellers, and company records
• examples: ICA agreements, licenses, contracts, tax returns, government forms
• dedicated document email addresses can be created for profiles

accounting document integration

• attach documents to invoices, payments, deposits, bills, and journal entries
• examples: invoice PDFs, check copies, deposit slips, vendor bills, payroll reports
• improves financial record-keeping and audit trails

document sharing & security

• copy document URLs to share via email or chat
• granular permissions control visibility (e.g., listing vs. selling agent)
• caution when granting access to sensitive employee or agent documents

new features & improvements

• chat integration allows easy sharing and discussion
• future enhancements may include expanded audit trails for document actions

next steps

• attend tomorrow’s workshop at 2 pm et for hands-on training
• review security settings to ensure proper access permissions
• explore using darwin.Cloud for storing contracts and critical records
• consider implementing email-to-upload for streamlined management

watch this short video to learn more: