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 viewing tracking, chat integration with document links, and granular permissions controls
• various use cases demonstrated for storing critical company documents, contracts, and financial records

topics

expanded document storage capabilities

• document storage now available for almost all record types in darwin.Cloud
• unlimited document uploads for each record
• email delivery option for easy uploading, even by non-darwin users
• ability to send documents via text message chat from darwin.Cloud

property document management

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

people and company document storage

• store documents for agents, suppliers, buyers, sellers, and company records
• use cases: ICA agreements, licenses, contracts, tax returns, government forms
• create dedicated document email addresses for individual 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
• enhances financial record-keeping and audit trails

document sharing and security

• copy document URL links to share via email or text message chat
• granular permission controls for document visibility (e.g., listing vs. selling agent)
• caution advised when granting access to sensitive employee or agent documents

new features and improvements

• document chat integration for easy sharing and discussion
• suggestions for future enhancements (e.g., expanded audit trail for document actions)

next steps

• attend follow-up workshop tomorrow at 2 PM for hands-on training with darwin.Cloud document storage
• review security settings to ensure appropriate document access permissions
• explore using darwin.Cloud for storing critical company documents and contracts
• consider implementing the email-to-upload feature for streamlined document management

watch this short video to learn more: