How do I change which property, unit or lease a file belongs to, or replace the file?
ForLandlordsProperty managers
Who can do this
Landlords, Organization admins, members with Edit Documents.
Where to find it
Documents → file → More actions → Edit (also from the file's row menu on a property or lease page).
Steps
- Choose Edit. The Edit document form opens with every answer filled in.
- To change the link, select Edit on Where does it belong? and pick a different Property / Unit or lease, or clear them.
- To replace the file, select Edit on Which file? and choose a new file ("The current file stays unless you choose a new one.").
- Select Save changes.
What happens next
"Document saved". The document leaves the old lease's Documents section and appears on the new one. The file stays in its Documents folder.
Limits
Generated files, DocuSign imports' links set by Kera, and archived files have no Edit. The signed lease agreement attached to a lease is replaced from the lease page, not here (see "How do I replace the lease agreement PDF on a lease?").
Troubleshooting
"Couldn't save document" with a reason keeps the form open. While the document is still loading, Save changes is disabled with "Loading the document...".
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