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Keep

Availability

This page only concerns organisations still on Keep.

These answers concern Keep, the document management of earlier versions of the platform.

If your organisation has moved to the latest version, the tab that concerns you is Documents.

For plans on earlier versions, everything is described in Model and Platform - Plans tab (Model).

How do I create a filter?​

  1. Click the triangle in the search bar.
  2. Add your conditions.
  3. Choose "Share the filter" to let your colleagues use it.
  4. You can also create the filter on properties that have been sold.

How do I upload documents?​

If you already know where the document belongs

Drop it straight into the folder concerned: it is the most reliable route.

First method — from the Tree tab

  • Drop the document or documents.
  • Add the document date if you know it.
  • Rename it if you want to.

Second method — from the Keep home page

Use the "Drag and drop" boxes and select your documents.

  • If you do not know which property the documents belong to, tick "Property not referenced or concerns several buildings". Otherwise, choose the property concerned.
  • Click Done once every document has loaded to 100%.

With this method the documents are sent for automatic filing, which will try to place them on the right properties and in the right folders.

How do I move a document?​

  1. Select the document to move.
  2. Move it into the folder you want.

See also​