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Upload My Documents

My Documents centralizes your property paperwork, letting you upload, organize, and access files safely and easily.

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Written by Sara Fandel
Updated today

How to upload to My Documents:

  1. Go to the "Manage" tab and click on "Documents" under Data Management.

2. In the ‘My Documents’ section, you will see the four categories: Common Files, Properties, Ownerships, and Companies.

3. Click on the section relevant to your document type.

4. Within that section, click the ‘Upload Document’ box located at the bottom right of the icon.

5. Select and upload the file from your device that corresponds to the file chosen.

Expert tip: Once you upload a file, click on the three dots on the bottom right to get a drop-down menu. Here you will get the option to preview/download/rename/replace, add/edit due date, delete due date, and remove the file you already uploaded.

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