Upload, view, and manage documents associated with a booking, such as ID proofs, agreements, and payment receipts. Keep everything organized in one place for compliance and easy access.
Navigating to a Booking Record
You can access the Booking Summary Page through either of the following methods:
Option A: From Manage Plots (Non-Interactive)
- Navigate to Plots Management > Manage Plots.
- Use the filters to find your desired plot or flat.
- In the Status column, click on “View Booking”.
- This will redirect you to the Booking Summary Page.
Option B: From Interactive Digital Layouts
- Go to Sales Desk & PoS > Sales Desk - Projects.
- Select the desired project.
- You’ll be redirected to the Back Office Interactive Layout.
- Click on the preferred Block or Flat.
- A Booking ID will be displayed—click on it to open the Booking Summary Page.
Attachments in the Booking Summary Page
In the Booking Summary Page, you will find a section titled Attachments & Documents. This section allows you to manage all documents related to the booking:
- + Add Attachment: Upload new documents or relevant files to the booking.
- Edit Icon: Update or modify an existing attachment record.
- Share with Client: If set to Yes, the document will be visible to the customer in their login portal. This feature is useful for sharing documents, updates, or important communication with clients.
Viewing and Downloading All Booking Attachments
To view all attachments across all bookings:
- Navigate to Bookings Management > Booking Attachments from the sidebar.
- Use filters to search or refine the list of attachments.
- To export the data, click “Download Excel Report.”