Frequently Asked Questions

Questions about PropertySync? We have answers!

• Updating a Plant's Effective Date
• Renaming an existing Order
• Managing Auto Completes
• Deleting a Batch
• Editing existing Land Validations
• Deleting a Document from a Plant

Updating a Plant's Effective Date

To update your plant's effective date, follow these steps:

1. Navigate to the Plant Information screen by clicking the Plant Settings option on the Plant Navigation Menu

2. Enter your new effective date into the Plant Effective Date field

3. Click the blue Update Plant button to save the updated effective date to the plant.

Renaming an existing Order

To rename an existing order, follow these steps:

1. Find the order in your Orders Repository

2. Open the order by clicking the green Open button that is in the row of the order you wish to work on

3. Click the "Edit Notes" footer button to open the "Edit Notes" pop-up window

4. Change the value in the "Order title" to your desired order name

5. Click the blue Save button at the bottom of the pop-up window.

Managing Auto Completes

NOTE - this is NOT a mass edit tool. If you edit an auto complete entry, it only changes the value in the auto complete list. It DOES NOT mass edit all documents keyed to the edited auto complete. If you need to make this type of mass edit, please [contact us](mailto:support@propertysync.com?subject=Mass Edit Request).

To manage your auto completes, follow these steps:

1. Navigate to the "Auto Completes" screen by clicking the Auto Completes option on the Plant Navigation Menu

2. To view auto completes of a specific type, click the flashlight icon in the "Type" column of the Auto Completes repository

3. To edit an existing auto complete, click the white button with the pencil icon in the "Actions" section of the row for the auto complete you would like to edit

4. To delete an existing auto complete, click the white button with the trash can icon in the "Actions" section of the row for the auto complete you would like to delete

5. To create an auto complete click the green Create Auto Complete Entry button at the top right of the page

6. In the "Create Auto Complete entry" pop-up window, select the desired auto complete type, and key the new entry in the "Value" field

7. Click the blue Save button to save the auto complete to the repository.

Deleting a Batch

NOTE - this only removes documents in the batch from the INDEXING side of PropertySync. To fully delete a document from PropertySync (including search) follow the steps in Deleting a Document from a Plant

In PropertySync, we do not fully delete batches in case they need to be accessed at a later date. For this reason, we call this process "Archiving" a Batch. To archive a batch, follow these steps:

1. Navigate to the "Batches" screen by clicking the Batches option on the Side Navigation Menu

2. To find a specific batch by its name, key the name in the "Batch Name" field

3. Click the Archive button in the "Actions" section of the row for the batch you would like to archive, and follow any prompts

Editing existing Land Validations

To edit an existing land validation, follow these steps:

1. Navigate to the "Land Validations" screen by clicking the Land Validations option on the Plant Navigation Menu

2. At the top right of the "Land Validations" screen, select the type of land validation you are searching for

3. To find the land validation you are searching for, key the land validation information into the field(s) above the land validation repository

4. Click the blue Edit button in the "Actions" section of the row for the land validation you would like to edit

5. Make any adjustments to the land validation in the new screen you are redirected to, then click the blue Save to Plant button to confirm your changes

Deleting a Document from a Plant

NOTE - this process removes a document from SEARCH AND INDEXING. If you wish to remove a document from indexing, follow the steps in Archiving a Batch.

To delete a document found in a search, follow these steps:

1. Expand the search result for the document you want to delete and click the Edit button on the left side of the search result

2. Click the white menu button (three dots) at the top right of the document editor screen

3. Click the Delete option and follow any prompts you are given

NOTE - this process removes a document from SEARCH AND INDEXING. If you wish to remove a document from indexing, follow the steps in Archiving a Batch.

To delete a document found in a batch, follow these steps:

1. Navigate to the "Batches" screen by clicking the Batches option on the Side Navigation Menu

2. To find a specific batch by its name, key the name in the "Batch Name" field

3. To view the documents in the batch, click the gray View Documents button in the "Actions" section of the row for the batch you would like to view

4. To display completed and incomplete documents in the batch, click the "Show Both" option above the batch documents list

5. To find a document with a specific instrument number, key the value you wish to find in the "Instrument Number" field

6. Click the red Delete button in the "Actions" section of the row for the document you would like to delete and follow any prompts you are given