How to organize documents:
Navigate to the Manage tab and click on My Documents under Data Management.
Inside, you will find five distinct sections:
Common Files: Use this section for your personal documents, where you can upload your ICO Registration or any new files.
Properties: Upload key documents for each property here, such as Purchase Agreements, Sales Memorandums, Gas Safety Certificates, and more.
Sold Properties: Upload key documents for properties that have already been sold, such as: floor plan, purchase agreement, insurance policy, and additional files.
Owners: Here, you can upload identification documents such as your Passport, Credit Card Statement, Utility Bill, and Personal Bank Statement.
Companies: In this section, you can store Company Bank Statements, Latest Accounts, and additional files
Tenants: In this section, you can store all documents regarding your tenants, such as Tenancy Agreement, Tenant ID, and Inventory Doc.
Expert tip: You can switch between grid view and list view based on your preference. Choose "Grid View" for a more visual layout, or "List View" for a more efficient way to gather detailed information.
