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We purchase distressed property loans sourced through auctions, banks, and owners. Before purchasing we must do considerable document-based due diligence, usually within just a few weeks, for many sources at a time.
We use Sharepoint 2010 Foundation. We have a list of possible purchases with about 20 fields of data that helps to differentiate each item. We tried using the Sharepoint list item attachment feature for our due diligence documents, but it doesn't offer enough flexibility (no folder heirarchy, no multiple-document upload).
We are currently using Sharepoint libraries for documents related to each list item. The problem is these libraries are disconnected from the list items, so we have to go from list to library and back. We are also using Sharepoint discussions and task lists related to each list item, which are also disconnected from their list item.
Ideally we would like a custom list item display and edit form that is tabbed, with tabs for documents, task...
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