Properties/Projects
How Properties Work
Property names are the glue that keeps related documents together. When the grouping is tidy, document search, calendar context, and transaction review all make more sense.
Auto-grouping
Documents with matching property, project, or entity names are grouped together automatically.
Tidying and merging
Rename a property to clean up formatting, or enter an existing property name to merge related document groups together.
Nothing gets lost
You’re organizing the grouping, not deleting the documents. This is how you keep Termsive’s search and deal context useful over time.
Property/Project Name
Documents
Next Key Date
Last Activity