Leveraging your organizational knowledge is key to gaining a competitive advantage in the current real estate market. The Projects feature in LandVision ™ lets you do just that and now you can capture even more information with new tools.

Now you can attach documents and add notes to projects. Save time and avoid confusion by creating a single project area out of multiple, non-adjacent parcels with the click of a button.

TO USE:
  • Multiple Parcels to One Project
    • Conduct a search from any of LandVision's™ search forms that generates multiple results.
    • Edit your results list to include only those parcels you want included in your project area.
    • Click on “Create Project” from the list of tools below the Results List.
    • The project area is automatically drawn and the Project information form appears. Fill out the relevant project information and click “Save.”


  • Attaching Documents to Projects
    • Click on any previously created project. The Project Information form appears. Click “Save” at the bottom of the form.
    • Click on “Attach Document” from the list of tools below the project information box.
    • The “Attach Document” dialog box appears. Type a title/description for your document. Click “Browse” to locate the file. Once you've found the file you'd like to attach, click “Open” and then click “Submit.”


  • Adding Notes to Projects
    • Click on any previously created project. The Project Information form appears. Click “Save” at the bottom of the form.
    • Click on “Add New Note” from the list of tools below the project information box.
    • The “Add Note” dialog box appears. Enter all relevant information and click “Save.”
    • If you entered a reminder date, you will have the option to add this reminder to your Outlook calendar. Click “Open” to add a reminder to your Outlook, click “Cancel” to not add the reminder.
    • You can search for Project Notes via the Advanced Search form on the Menu tab of the Ledger.
      • From the “Layer” pick-list, select “ThemeActive Project Notes” and build your search as you would any other advanced search.


QUESTIONS?

Digital Map Products now offers on-demand online training videos. These complimentary videos are designed to give you an overview of the software and demonstrate how to use selected product features.


If you have questions or problems using these new features, contact Digital Map's Customer Success Team at:


If you'd like to view this document in the future, click on the "What's New" link in the upper right hand corner of your LandVision ™ screen.

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