overview of darwin.Cloud’s document storage features for secure file management, organized document access, and improved record keeping.
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