ReMS , Real East Management.

INTRODUCTION

The ReMS module encompasses a range of functionalities, each tailored to specific objectives. These functionalities consist of: Dashboard, Actors, Building, Court Records, Real Estate Records, Notifications, Templates, Settings

I - DASHBOARD

This space serves to furnish information about your profile, a general message directed towards the company's staff, an overarching company overview, and the contact details for KPrimeSoft Technologies, your go-to resource for technical support.

II - VISITORS

One of its key attributes is the capability to manage your business visitors.

Upon selecting the "Visitors" feature, a new page will display all registered visitors. Within the "Action" section, you have the option to view visitor details, create an actor, or edit/delete a visitor entry.

To add a visitor, simply click the "Add" button. This action leads you to a new page where you can complete the registration form. Subsequently, clicking the "Save" button will store the information.

Utilizing the "Show Entries" feature empowers you to determine the number of visitors displayed per page. 

Furthermore, the "Search for a visitor" functionality enables rapid retrieval of a specific visitor's details by entering their name.

III - ACTORS

Another facet of this module involves the addition of actors (including requestors, requestees, and third parties) to a judicial file.

Accessing the "Actors" feature unveils a page featuring all registered actors. Within the "Action" section, you can view actor specifics, effect edits, or removals.

To introduce a new actor, initiate the process by clicking the "Add" button. This action navigates you to a fresh page where you can complete the registration form. Upon entering the requisite details, clicking "Save" preserves the information.

By utilizing the "Show Entries" option, you retain the ability to specify the quantity of actors exhibited per page. 

Similarly, the "Search for an actor" functionality streamlines actor retrieval by enabling you to input the actor's name for rapid identification.

IV - ASSETS

     1- Building

This feature enables you to include a building as part of the constitution of a real estate file. When you click on the "Assets" and then the "Building" feature, you will be directed to a new page displaying all the buildings you have previously registered. In the "Action" section, you will have the option to view the detailed information of an asset, edit its details, or delete it.

The "Show entries" option allows you to specify the number of buildings you wish to display per page. 

The "Search" option facilitates a swift search for a building by entering its name.

2- Appartements

Similarly, this feature also permits you to incorporate apartments into the composition of a real estate file. Upon selecting the "Assets" followed by the "Apartments" feature, you will be presented with a new page showcasing all the apartments you have previously registered. In the "Action" section, you will have the opportunity to view detailed information about an asset, make edits, or remove it.

To add an apartment, click on the "Add" button. On the ensuing page, complete the registration form, and then click the "Save" button to confirm the entry.

The "Show entries" option allows you to specify the number of apartments you would like to view per page. 

The "Search" option expedites the process of searching for an apartment by entering its name.

V - REAL ESTATE DOSSIERS

When you engage the "Real Estate Dossier" feature, a new page will display all the real estate dossiers you have previously saved. In the "Action" section, you will be able to access details of a real estate file for editing or deletion.

To add a real estate dossier, click the "Add" button. On the ensuing page, complete the registration form, and then click the "Save" button to confirm.

The "Show entries" option allows you to specify the number of real estate records you wish to see per page. 

The "Search" option enables you to swiftly search for a specific real estate file by entering its name. 

To manage a real estate file after its creation, click the "Details" button, and within the "Action" section of the respective file, you will find the following functionalities: Parties, Events, Facts, Related Documents, Costs, Refunds, Invoicing, Insights Accounts, Funds Transfers, and Documents.

     1 - Overview

This functionality presents all the actors involved in a real estate dossier along with their corresponding details.

     2 - Events

This feature enables you to integrate and set up reminders for future events related to the files you receive in your inbox. When you click on the "Events" functionality, all the events you have saved within the folder will be displayed on a new page. In the "Action" section, you can view event details, edit events, or delete them.

To add a new event, click the "Add" button. On the subsequent page, complete the event programming form and then click the "Save" button to confirm.

     3 - Facts

This feature allows you to integrate facts related to the court case. Clicking on the "Facts" feature will show you all the facts you have recorded on a new page. In the "Action" section, you can edit or delete individual points.

To add a new fact, click the "Add" button on the displayed page, enter the point, and then click the "Save" button to store it.

     4 - Linked Documents

This feature enables you to attach one or more documents relevant to the real estate dossier in question. Clicking on the "Linked Documents" feature will display all documents linked to the file on a new page. In the "Action" section, you can view document details, edit attachments, or delete them.

To add a linked document to the folder, click the "Add" button. On the subsequent page, complete the form, upload the relevant document, and then click the "Save" button to store it.

     5 - Charges

This feature allows you to integrate fees associated with the court case. When you click on the "Charges" feature, all the charges you have previously recorded will appear on a new page. In the "Action" section, you can edit or deactivate fees.

To add a new fee, click the "Add" button. On the displayed page, fill out the form and then click the "Save" button to store the information.

     6 - Rent

This functionality enables you to record rent information in the real estate dossier. When you select the "Rent" feature, a new page will display all the rents you have previously saved. In the "Action" section, you have the option to edit or deactivate a rent entry.

To include restitution information, click the "Add" button on the displayed page, complete the provided form, and then click "Save" to store the information.

   7 - Billings

This feature allows you to generate a PDF invoice, print the invoice, produce and print receipts, as well as send invoices via email. You can also manage integrated payment records. To execute any of these actions, click the "Details" button within the "Action" section. This will lead you to a new page where you can perform the desired action.

 8 - Account overviews

Furthermore, this feature grants you access to view the accounts of all parties involved in the real estate dossier – including the owner, renter, and third parties.

9- Fund Transfer

Moreover, this functionality permits you to add records of fund transfers associated with the specific real estate dossier. Upon selecting the "Fund Transfer" feature, a new page will display all previously registered fund transfers. In the "Action" section, you can access detailed information about each fund transfer.

To add a funds transfer, click on the “Add” button. On the ensuing page, complete the required form fields, and then click on the “Save” button to store the information.

10 - Documents

This feature also enables you to integrate the deed (the template) and the actors associated with the real estate file in question. Upon clicking the "Documents" function, all previously saved documents will be displayed on a new page. Within the "Action" section, you have the option to view document details, display it in PDF format, print, email, edit, or delete it.

To upload a document, click the "Add" button. On the subsequent page, fill out the provided form, and then click the "Save" button to store the document.

VII - NOTIFICATIONS

This feature enables you to send emails to both your company's staff and customers. When you select the "Notifications" feature, a table is displayed on a new page, providing information about all sent emails. Within the "Action" section, you can access email specifics or deactivate a scheduled email.

To initiate an email dispatch, click the “Send a notification” button. On the ensuing page, complete the sending form. Afterward, click "Preview" to review the integrated data and then hit the “Send a notification” button to transmit the email.

VIII - TEMPLATE

This functionality facilitates the incorporation of an act (a model) that you intend to utilize in the creation of legal and real estate documents. When you click on the "Templates" function, a table showcasing the integrated models will emerge on a new page. In the "Action" segment, you can modify or remove a model if it is not a universal model.

To include a legal or real estate model, choose either the "Add a real estate file model" or "Add a judicial file model" button on the new page that emerges. Fill out the form, insert the relevant model in the "Content" section, integrate the codes, and then press the “Save” button to store the changes.

IX - SETTINGS

This functionality permits you to incorporate the specific types of files handled by your firm, the account types, and the categories of file models you intend to utilize in the construction of legal and real estate documents.