FileVault — Integration

Overview

Store and retrieve brochures, offer letters, reservation letters, allocation letters, payment proofs, and customer-facing property documents through FileVault.

Capabilities

• Attach brochures and property documents to enquiries, reservations, and assignments

• Store payment proofs and clarification uploads securely

• Link customer-specific and property-specific files to HomeBridge records

• Support versioned files for letters, notices, and updated documents

• Respect visibility rules for customer-only, internal-only, and scoped access files

1. 1

   Step 1

   In HomeBridge, go to Settings → Integrations → **FileVault** → Connect.

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2. 2

   Step 2

   Authorize document storage and retrieval permissions for the workspace.

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3. 3

   Step 3

   Choose default folders or document classes for brochures, proofs, letters, and notices.

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4. 4

   Step 4

   Map HomeBridge record types such as reservation, assignment, and property account to FileVault document scopes.

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5. 5

   Step 5

   Upload a test brochure and a test payment proof to confirm storage and retrieval.

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6. 6

   Step 6

   Enable versioning and retention rules if your workspace requires controlled document history.

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Limitations

• Large files may take longer to process depending on workspace storage policy and upload bandwidth.

• Document visibility depends on FileVault scope rules and user permissions.

• Archived or deleted files in FileVault may remain linked in HomeBridge until the next sync or cleanup run.

FAQs

Pricing