Keeping records organized is vital for effective property management. Not only does it help you stay compliant, but it also makes handling trust accounting a breeze. Through the Rentec Direct File Libraries feature, you can effortlessly upload contracts, photos, communication records, and any other essentials you need to keep safe. Plus, being organized helps you stay compliant, handle trust accounting, be prepared for completing taxes, and even provide a safety net if any legal issues come up. A little organization can go a long way.
Managing property can sometimes feel like you’re drowning in a sea of paperwork. With the myriad of records, communication logs, maintenance records, legal agreements, and financial documents, it’s easy to feel overwhelmed. But with Rentec Direct’s File Libraries, you can say goodbye to this paperwork overload and feel a sense of relief and efficiency.
Rentec Direct’s property management software provides the right tools to organize and secure your important documents! With our File Libraries feature, you can effortlessly upload contracts, photos, communication records, and any other essentials you need to keep safe. Plus, sharing files electronically with tenants and property owners helps everyone stay connected and on the same page. It’s all about keeping things organized and stress-free for you so you can manage your properties with ease.
About the File Library
Rentec Direct File Library offers an unlimited storage capacity and is compatible with almost every file type. Each Rentec Direct account contains an Account File Library that automatically stores a copy of all files that have been uploaded, as well as an individual File Library for each:
Coming soon from popular demand is a new File Library for Leads.
We’re excited to share that we’ve rolled out new features and enhancements based on feedback from our fantastic clients. Introducing the File Library for Leads! This new tool allows you to upload and save important documents and communications related to each lead. It offers the same options available in libraries throughout your software. And there’s more! When a lead transitions to a tenant, all the files remain attached, ensuring you have all historical communications neatly organized in one place.
Accessing File Libraries
To help keep your data safe, team members with Full permission will automatically have access to file libraries. If you have other members of your team who need access, it’s easy to expand their authorization by changing the Allow access to the File Library settings in their permissions. This ensures that your sensitive documents are only viewed by those authorized, giving you peace of mind and confidence while you manage your properties. With Rentec Direct’s File Libraries, you can trust that your data is secure.
Accessing file libraries in Rentec Direct is super simple.
Your Account File Library can be accessed right from your Summary page.
In your Rentec Direct account:
- Click on Summary
- Under Quick Access, click on File Library
Individual file libraries can be quickly accessed by right-clicking on the subject.
In your Rentec Direct account:
- Click on Properties, Tenants, or Owners
- To access Vendors:
- Click on Settings
- Under Financial, click on Vendors & Payees
- To access Vendors:
- Right-click on the specific individual and select File Library
Navigating the File Library
Keeping in brand with Rentec Direct software, file libraries provide several options for viewing, accessing, and managing files, including:
- Upload documents
- Customizable Search and Sort tools
- Clickable links to navigate to other pages of your Rentec Direct account
- Context Menu options for managing a file or document
- File Sharing
- Tenants
- Property owners
- Your Marketing page for Online Listings
Learn more in the Rentec Direct Knowledge Base: File Library | File Storage
Suggest a Feature
Most software updates result from valuable feedback and input from our awesome clients. If you have ideas for a new feature or enhancement that you would like to see added to Rentec Direct, we want to hear from you! Please share your thoughts with us at success@rentecdirect.com and help us shape the future of Rentec Direct.
About Rentec Direct
Rentec Direct provides industry-leading property management software and tenant screening solutions for real estate professionals. Key features include online rent payments, a mobile app and tenant portal, vacancy listing syndication, and accounting tools. Founded in 2007, Rentec Direct is the third-largest software in its sector and is consistently the highest-rated by investors, landlords, and property managers. Recognized on the Inc. 5000 list of fastest-growing private companies for eight consecutive years, Rentec Direct was also named Real Estate Company of the Year in the 2024 American Business Awards and listed among the U.S. Chamber of Commerce’s Top 100 Small Businesses. www.rentecdirect.com