Axis Portal  
 


Help Section
3501 Jamboree Rd., Suite 100
Newport Beach, CA 92660
http://help.axisportal.com/
 
Table of Contents
  • Home
    • CONTROL PANEL
      • Work Order
        • Property Inspection Checklists
        • Dashboard
        • Messages
        • Tenant Requests
        • Preventive Maintenance
        • Visitor Security
        • COI (Certificate of Insurance)
          • Tenant COI
          • Vendor COI
          • Setting Up COI Management
          • Using COI Management
            • Adding a COI
            • COI Details
            • Policies and Compliance Tab
            • Messages Tab
              • COI Expiry Notification
              • Messages
                • Sending a Message
                • Replying to Messages
                • Adding Attachments to COI
                • Marking Messages as Read/ Unread
              • Using Notes
              • Using Reminders
            • History Tab
            • Renewing a COI
            • Deactivating a COI
            • COI and Assigning Work Orders
        • Property Inspections
        • Surveys
        • Search
      • Setup
      • Content Manager
      • My Workspace
      • Document Library
      • Communication
      • Reports
      • Lease Intelligence
    • ANGUS ANYWHERE MOBILE
    • AXIS DOCUMENTS & INFORMATION
    • COMMON QUESTIONS
    • CONTACT US
       
          Help Section          

Adding Attachments to COI
 

1.       To view a message, double-click on the message, or select the message and click View.

 

 

2.       The message contents are displayed. You can view any attachments you have received by clicking on the attachment name(s).

 

 

3.       You can add attachments to the COI's Documents section by clicking Add files to COI.

 

 

4.       In the confirmation window that opens, place a checkmark beside the files you would like to add to the COI's documents section, then click Add files to COI.

 

 

Last Updated: April 22, 2011