Documents

Documents can be accessed at bot the Property Detail, Unit Detail, and Occupant Detail levels. The screens are the same, listing images that were saved in the SKYLINE Document Management tabs (and copied to the site's \Documents folder).

Documents and images are added in SKYLINE in Property Information, Document Management tab. Images are saved in the SKYLINE environment in the \Reports or \Images folder (such as C:\SSCINC\Skyline\Images) and in the web site's virtual directory named \Documents.

NOTE  We recommend saving the SiteImages folder and the googlemaps.txt file by backing up the \www folder (for example, C:\Program Files\SS&C Technologies\Skyline_Portal\www). It is possible to lose this information when re-installing or upgrading the Portal.

Table Data

Toolbar

The table includes a toolbar with multiple options to export and print, plus additional controls to manipulate the table. For instance, you can export the data to MS Excel or a PDF format.

Sorting and Filtering

Each column can be sorted and filtered in a variety of ways. The Documents toolbar includes a control to view or hide the filters. The filters fields display above the top row of data (one for each column) and each include a drop-down list of filtering options.

For instance, if you enter a specific date and select 'EqualTo' from the drop-down list in the Date column, the display changes to include only documents with that date.

Online Help

Help is always available for the page you are on. Click the Help link in the upper-right corner of any screen.

Related Topics

Property Detail

Occupant Detail

Portal Overview