Attach Files to a Deal

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Real Estate Manager enables users to sync supporting documentation with the Lease Accounting Management (LAM) system. This feature provides independent document synchronization without affecting the main lease data, enabling greater flexibility and streamlined document management workflows for accounting teams.

Key Features

• Selective File Management: The modal displays all documents linked to the contract and asset, allowing users to select or deselect individual files for synchronization with full control over which documents are sent.

• Independent Document Sync Modal: Users can access the Attach files to Deal option from the contract drop-down menu when a lease is synced with Core but not yet booked or approved in LAM.

• File Annotation Support: Users can add custom notes for each selected file, providing context and additional information that will be transmitted to LAM alongside the documents.

• File Size Validation: The system automatically blocks files exceeding 20 MB and displays appropriate warnings to prevent technical issues during synchronization.

Supported File Types

The following file formats are supported for LAM synchronization: XLSX, ZIP, PDF, DOCX, CSV, DOC, TXT, XLS, XML, JPG, MSG, PNG, PPT, PPTX, RTF, TIF.

Download a PDF version of the guide.

Prerequisites

• Lease must be synchronized with Core.

• Lease does not need to be booked or approved in LAM.

• Contract and asset must have linked documents.

User Workflow

Access Document Sync Feature

1. Navigate to a contract that has been synced with LAM.

2. Click on the Action drop-down and select Attach files to Deal.

   

3. Click Perform Action to attach files to the deal.

4. The Independent Document Sync Modal will open.

Review and Select Documents

1. Modal displays all documents linked to the contract and asset.

2. Check boxes next to files you want to send to LAM.

3. Uncheck boxes for files you don't want to include.

4. System automatically blocks files exceeding 20 MB with warning messages.

Add File Context

1. Enter Comments for each selected file. Use comments to explain document purpose or highlight important information.

2. All notes are automatically prefixed with "Real Estate Manager" in LAM for clear source identification.

   

Execute Document Sync

1. Click Upload to initiate synchronization with LAM.

2. Click Cancel to close modal without sending files.

3. System requires at least one file to be selected before proceeding.

Confirm Transfer Results

1. Success confirmation: System displays success message when files are sent successfully.

2. Error handling: Error messages appear if synchronization fails.

3. LAM verification: Documents appear in LAM's Documents section for the corresponding lease.

   

Good to Know

• Multiple file syncs can be performed for the same contract, supporting ongoing document updates and changes.

• Documents can be synced even when Day 2 changes have been made in Real Estate Manager but are pending approval or booking in LAM.

• The same file can be sent multiple times without causing duplicate file issues in LAM.

• Transferred files cannot be edited in LAM.

• Each file synchronization automatically logs the contract ID, username performing the sync, file names sent to LAM, timestamp of transfer and custom notes or comments entered for each file.

Why It Matters

This feature streamlines document management workflows by decoupling document synchronization from lease data synchronization, enabling faster response times for accounting teams and reducing dependencies in lease processing workflows.