How do I link or upload other documents to a lease?

ForLandlordsProperty managers

Who can do this

Landlord, Organization admin, Organization members with View Documents and Edit Documents (link) or Upload Documents (upload).

Where to find it

Lease page → Actions → Add document, or Documents tab → Add document.

Steps

  1. Click Add document. The Link documents popover opens.
  2. Search ("Search documents…"), tick property documents and click Link.
  3. Or click Upload new document to upload a new file scoped to this lease (see the Documents chapter).
  4. To unlink, open the document row's ⋮ menu and choose Unlink from lease. Toast "Document unlinked from this lease" with Undo.

What happens next

Linked documents show on the Documents tab. Unlinking doesn't delete the document. Download is in the same ⋮ menu.

Limits

These library documents are separate from the lease document in Key details.

Troubleshooting

"Unable to load documents." with Try again: reload once the connection is back.

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