Document management for Yardi™
Keep all your documents in one place while integrating them with what you already do in Yardi™.
Import and create contracts, lease agreements, customer financial documents in FileHold using lease and property names and identifiers from Yardi™. Approve them according to policy and use tools Like DocuSign and Adobe Acrobat Sign for legally binding signatures then automatically store the finished approved documents in FileHold. Find associated lease and customer documents easily in FileHold using powerful search features for audits, customer service, etc.
|FastFind||Search FileHold using information on Yardi™ screens.||Basic||Optional feature|
|Print to FileHold||Add purchase orders, invoices and other documents generated by Yardi™.||Basic||Optional feature|
|Database dropdown menus*||Synchronize data in Yardi™ to selection lists in FileHold.||Intermediate||Included|
|Schema lookup*||Automatically fill fields from data in Yardi™.||Intermediate||Included|
|Search by URL||Link to sets of documents with matching information such as properties.||Intermediate to advanced||Included|
|Document links||Add direct links to documents.||Basic||Included|
* Requires FileHold External Integration option or third party ODBC/OLE driver.
Search for Documents from Third Party Applications using FastFind
Print-to-FileHold Virtual Printer Driver