How do I add a document from a property or unit page?

ForLandlordsProperty managers

Who can do this

Landlords, Organization admins, members with Upload Documents (upload) or Edit Documents (link existing).

Properties → <property> → Documents section Add document (or the Actions card's Add document); Units → <unit> → Documents tab.

Select Add document. A small picker opens.
To link a file already in Documents, search ("Search unassigned documents…"), tick it and select Link.
To upload a new one, choose Upload new document. The Add document form opens with the property (and unit) filled in. Choose the file, name it, and select Add document.

The document is linked to that property (and unit), appears in Documents, and is shared with the property's owners by default.

Open in Documents under the list opens Documents filtered to that property or unit.

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