How do I add a document to a property?
ForLandlordsProperty managers
Who can do this
Landlords, and Organization members with Create Documents (to upload) or Edit Documents and View Documents (to link existing ones).
Where to find it
Property → Actions → Add document, or Documents tab → Add document / "+".
Steps
- Open Add document.
- To upload, choose Upload new document. The document composer opens with this property (or unit) already chosen. Pick the file, name it (the name fills in from the file until you type one) and save. See the Documents chapter.
- To link a document you already uploaded without a property, type in Search unassigned documents…, tick it and select Add.
What happens next
The Documents tab lists it. On a building, the document is filed against the building; on a unit page, against that unit. Documents saved this way are shared with the property's owners by default.
Limits
Only unassigned documents can be linked. A document already filed under another property can't be moved here. The picker shows the five newest matches.
Troubleshooting
With no subscription, Upload new document opens the plan dialog.
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