Yardi Document Manager™ for SharePoint™ is a document sharing and management solution that provides centralised access to your important documents. The solution leverages the integration of Yardi Voyager and Yardi Portal™ with Microsoft™ SharePoint, and improves productivity by providing secure online access to forms and documents for both internal and external parties.
Document Management
For managing documents within your organization, simply upload files once, and users with edit permissions can modify and update content without requiring distribution of multiple copies. Easily upload documents to SharePoint from Voyager and Portal, bulk upload from a scanner, or publish directly from reports created using Voyager Analytics. SharePoint for Yardi Voyager provides:
- Document routing and workflows
- Document search
- Documents dashboard
- Version control with backup
- Disaster recovery capability
Online Deal Room
Yardi Document Manager can also be used as a deal room to organize, share, and control relevant documents while buying or selling properties. A secure online deal room expedites real estate transactions by bringing all involved parties together – including potential buyers, brokers, title companies, lawyers, and mortgage/investment bankers – to share files, perform due diligence, negotiate in real time, and efficiently close deals.
Yardi Document Manager enables real-time file exchange and updates, helps expedite business processes, and improves business insight through accurate and up-to-date enterprise information.
Key Features
- Full integration with Yardi Voyager and Yardi Portal
- Bulk scanning and upload option to the SharePoint Library
- Reports can be published from within Voyager
- Version control and history with check-in and check-out feature
- Alerts when documents are modified
- Property, folder, and user level security
- Built-in SharePoint search engine for enterprise-wide document searches
- Disaster recovery capability
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