How do I link existing documents to a lease?

ForLandlordsProperty managers

Who can do this

Landlords, Organization admins, members with Edit Documents.

Where to find it

Leases → <lease> → Documents section + (or the lease's Actions → Add document).

Steps

  1. Select + or Add document. The Link documents picker opens.
  2. Search ("Search documents…") and tick one or more documents.
  3. Select Link.

What happens next

The documents appear in the lease's Documents section. Clicking a row opens the file.

Limits

The picker lists documents on the same property as the lease, or with no property. Documents on another property aren't offered; change their link with Edit first.

Troubleshooting

With DocuSign connected, "Couldn't import <n> of <m> DocuSign documents" means some envelopes failed; only the failed ones stay selected so you can retry.

Did this answer your question?