The documents tab gives you a central place to keep important records for the property, making it easier to manage compliance, maintenance, and operational documentation.
Folder Structure
Documents are organised into folders, helping you keep files clean and easy to find.
Common examples include:
Maintenance
Bills & Invoices
Rental Agreements
Client Agreements
Each folder shows how many files it contains, so you can quickly understand what’s inside.
Create a Folder
To create a new folder:
Go to the Documents tab
Click + Folder
Enter a folder name
Save
Use folders to group documents by type or purpose.
Upload Documents
To upload a file:
Open a folder
Click Upload
Fill in the file details
Select your file
Save
View Documents
Inside each folder, you’ll see:
Field | Description |
File Name | Name of the document |
Type/Label | Category or description |
Date | Upload or document date |
Click on a document to view or access it.
Manage Documents
Each document includes an Actions (•••) menu where you can:
Edit file names
Download the document
Delete document
Search
Use the search icon to quickly find documents within a folder.
This is helpful when managing a large number of files.