Attaching files to a Meld is useful for associating images of the condition or work performed. Other files including external vendor invoices or possibly copies of receipts can also be useful when attached to a Meld.
Any user role (e.g. Agent, Maintenance, Vendor, Tenant) can upload a file to a Meld from either a computer or mobile device. By default, an Agent, Maintenance Coordinator, or assigned Maintenance Technician can view the files attached to a Meld. All other users (e.g. Tenants, Vendors, and Owners) need a file to be shared from the Meld in order to view the file. The exception is if the Vendor or the Tenant uploaded the file.
Important Upload and Sharing Notes:
- Upload
- Tenants can only upload Image or Photo file types.
- Vendors can upload any file type.
- Maintenance Coordinators or Maintenance Technicians can upload any file type.
- Files can be uploaded to a Meld, Tenant, or Vendor.
- Upload file size limit is 20 MB (per file).
- Files cannot be uploaded via email or text message. The user must upload a file directly through the Property Meld Application.
- Sharing
- Notifications are only sent from the Share operation, not by simply uploading a file.
- Vendors can view, by default, all images uploaded by a Tenant. No explicit file sharing required.
- For privacy reasons, files uploaded by Maintenance Coordinators (or by previously assigned Vendors) are not automatically shared with the current Vendor. Explicit file sharing with newly assigned Vendor required.
- By default, an Owner is not shared any file uploaded to a Meld. Explicit file sharing is required.
- Downloading or Deleting
- Selecting multiple files to download results in a single file (*.zip) requiring the file to be extracted to view the files contained in the compressed file. Most operating systems allow a user to simply double-click a *.zip file to extract the contents.
- Downloading or Deleting multiple files is supported.
- By default, those who upload a file to a Meld are those who are able to delete the file.
- There are a few exceptions to the default rule above.
- If a Vendor uploaded a file, and then the Meld is either reassigned to a different Vendor or cloned, the Vendor's files will become the Property Manager's files.
- Then, only the Property Manager can delete them.
- Additionally, Property Managers (or Vendors, Tenants) can delete other Property Manager's (or Vendor Agent's, Tenant's) files.
Upload Files
Step 1:
From a Meld, navigate to the bottom and find CLICK, TOUCH, OR DRAG AND DROP TO UPLOAD.
- If using a computer or workstation, you will be prompted by your file explorer to select the file you wish to attach.
- If using a mobile device, your device's camera or file explorer prompt will open.
Step 2:
Follow your system's prompts to upload your files which will be attached to the Meld.
- Image files (ex. jpeg, png, bmp, etc.) will appear with a corresponding thumbnail image.
- Document files (ex. doc, docx, pdf, etc.) will appear with a default "document" thumbnail image.
- Video files (ex. mpeg, wmv, mov, etc.) will appear with a default "video" thumbnail image.
- Most common file types are supported with the exception of what some mobile devices will allow.
NOTE: Uploaded files are categorized by Tenant Photos, Vendor Files, and Files when viewing a Meld (as in the screenshot below) as a Maintenance Coordinator or Maintenance Technician.
Share Files
Step 1:
Once files are uploaded and displayed in a card view, you can select the file(s) using the checkbox (upper-left of card view).
Alternatively, click actions (gear-icon, upper-right of card view) and click Share to share an individual file.
Step 2:
Actions for select files buttons are displayed including SHARE FILES or DELETE FILES.
Click on SHARE FILES.
Step 3:
The Share Files dialog allows you to select which users to share the selected file(s).
Step 4:
Click the SHARE button.
Users will be notified via email and/or text message of the file sharing depending on their notification settings.
Download or Delete Files
Step 1:
From a single file card view, click actions and click Download or Delete on an individual file.
Alternatively, you can select the file(s) using the checkbox (upper-left of card view). Selecting one or more files using the checkbox only exposes a DOWNLOAD FILES or DELETE FILES button(s).
Step 2:
Click Download to download the file.
Click Delete to permanently remove file attached to the Meld.
