Manage documents for a property
Store files under the right property and review who can see them.
On this page
Choose the property and intended file. Check whether it should stay private.
Step 1: Open Property documents
Open Properties, choose the property and open Documents. Select Upload document.
Step 2: Add the details
Choose Click or drag to upload, add a clear Title and choose Category. Add an Expiration date when useful. Check Property and any Unit or Room choice.
Step 3: Check privacy and upload
Keep Make this document private selected when tenants should not see it. Review the details, select Add document and read the result.
Step 4: Find the stored file
Check the category and Private or Shared with tenants label. The document menu offers Download and any available Edit or Delete actions.
Find files across rentals
Documents brings stored files together. Use its rental, category, signing and privacy filters. Clear filters if an expected file is missing.
File and expiration notes
Follow the selected uploader and any storage-limit error. The Documents uploader accepts PDF, images, Word, Excel, text and CSV. Signature preparation requires a PDF.
An expiration date labels the record; this guide does not promise an automatic reminder. For lease sharing or signatures, use the lease document or e-sign preparation flow.
Check the result
- The stored entry shows its title, category and privacy state.
FAQs
Why can’t I find the uploaded file?
Check the chosen property, unit or room and clear document filters. Read the upload result before sending the same file again.
Are property documents always hidden from tenants?
Review the privacy choice and stored label. Keep Make this document private selected for private files; do not assume the property folder alone controls sharing.