Video tutorials
What it is for
Seeing the platform in motion before reading the detail. Seventeen videos of one to three minutes, around twenty-five minutes in all, along five paths: reaching your information, managing your documents, working with your plans, working on site, putting your data to work in the reports.
This is the format to start with when discovering a screen. Under each video, the link takes you to the page of the guide that covers the same steps in writing, with the detail and the special cases the video does not show.
Reaching the information about your portfolio
Getting to know the home page
1 min 54. What greets you on arrival: the key figures of your portfolio, access to the reports, the search, the useful links.
In writing: The home page.
Finding a property in an instant
1 min 56. The search bar, and everything it brings back: the property, its buildings, its documents.
In writing: The search bar.
Reaching the key information of a property
57 seconds. Address, areas, vacancy: where this information sits and how to read it.
In writing: General information for a property.
Consulting and managing your documents
Consulting the documents of a property
1 min 17. The documents attached to a property, and the shared filing structure that lets you find your way from one property to the next.
In writing: The documents of a property.
Finding your documents easily
1 min 55. Looking for an energy performance certificate, a plan, a works report, then downloading it or sharing its link.
In writing: The documents of a property.
Importing documents
1 min 20. Importing a document, the duplicate check, and the automatic reading that extracts its information to file it.
In writing: The documents of a property.
Consulting and working with your plans
Viewing plans and the data attached to them
1 min 43. Opening the plan of a property or a dwelling, and reading the data the plan carries.
In writing: The plans of a property.
Handling a plan
2 min 39. Moving around, zooming, recentring, colouring the plan by theme, finding an element.
In writing: The plans of a property.
Getting your measurements from the plans
1 min 07. The areas calculated from the plan: living area, rooms, outbuildings.
In writing: The plans of a property.
Bringing out the types of outdoor areas
55 seconds. Green spaces, parking, circulation areas: making them stand out on the plan by theme.
In writing: The plans of a property.
Exporting precise plans
1 min 33. Producing the plan of a dwelling or a floor, to scale, for your management and letting teams.
In writing: The plans of a property.
Working on site from your phone
Adding EDIT to your smartphone
1 min 10. Installing the shortcut to EDIT on your phone's home screen.
In writing: Running a field survey with EDIT.
Annotating plans on site
1 min 37. Placing an annotation on the plan during the visit and updating the condition of a component from the field.
In writing: Running a field survey with EDIT.
Putting your data to work with the analysis reports
Consulting the key information of your whole portfolio
1 min 36. The Portfolio summary report, at the scale of a branch, a property or a building.
In writing: The Portfolio summary report.
Producing the record of a dwelling
1 min 16. Photo, location, breakdown of rooms, energy performance certificate, heating: all on one record, ready to pass on.
In writing: The Portfolio summary report.
Exporting the measurements of your whole portfolio
1 min 25. The areas of your whole portfolio, extracted from the plans.
In writing: The Query report.
Exporting the full list of equipment
1 min 28. The list of the equipment of a dwelling, a building or your whole portfolio, with its condition.
In writing: The Query report.
Good to know
The videos are hosted on Vimeo. If your corporate network blocks that service the player stays empty: the pages of the guide then describe the same steps in writing, with screenshots.
Each video shows one configuration among others. Depending on the rights you have been given and the modules your organisation has chosen, some screens may differ, or may not be open to you.