Here we take a look at the sections you can upload files to on a unit, and the customers access to these.
This is a guide for developers and entrepreneurs that uploads files to APEX.
In each single unit in a project, you have the opportunity to upload files that belong to that specific unit. The files are uploaded to sections, and some of the sections have access and visibility restrictions for the assigned customer of that unit.
Files for a unit
- Press the menu to the top left, and press "Projects" in the menu options.
- In the projects list, choose your desired project.
- In your project, find the section "Units" with the list of units in the project. To the far right to each unit, there is a icon with three dots, press this to see the options for the unit.
- Choose the "See files" option, for the unit you wish to administer files for.
Sections
You will see a couple sections for file uploading, based on what the files should represent. Some of the sections will let the uploaded files be visible and accessible for the customer assigned to the unit through the customer part of APEX.
Read more about how to upload files here.
Read more about "My documents" found on the customer part here.
- Floorplans: These files are visible and accessible to the assigned client.
In this section you can upload floorplans for the intended unit. These can be used further for "marking the location of a case" when you create a case or with add-ons.- Read more about marking case locations on a floorplan here.
- Takeover: These files are visible and accessible to the assigned client.
This is the section for the units takeover protocols. After finishing a takeover in APEX, a protocol will be generated, sent to the assigned emails, but will also be found here.- Read more about takeovers here.
- Temporary use permits: These files are visible and accessible to the assigned client.
Here you can upload the temporary use permit for the unit. - Certification of completion: These files are visible and accessible to the assigned customer.
Here you can upload a file representing the certification of completion. - Certification of finance: These files are not visible and meant for company use.
Here you can upload a file representing the certification of finance. - Contracts: These files are visible and accessible to the assigned client.
Here you can upload various files representing contracts you want associated with the customer or unit. - Amendment agreement: These files are not visible and meant for company use.
Here you can upload files for amendment agreements. - Files: These files are not visible and meant for company use.
Here you can upload other various files for company and private use. - Public files: These files are visible and accessible to the assigned client.
Here you can upload other various files you want the client to - Images: These files are not visible and meant for company use.
Here you can upload specific images related to the unit. - Banner image: The first file here is visible to the customer, as the top banner image for the clients unit page.
Here you can upload a banner image you want the customer to see when they sign in and view their unit.