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How to Upload Documents to Propoly

How to upload documents to Propoly and send them to the Landlord or Tenant by email.

Updated over a year ago

How to Upload a Document

Uploading documents to Propoly is a quick and easy way to share important information with your Landlord or Tenant. Follow these simple steps to upload a document in no time!

Step 1: Find the Property in Propoly

To begin, search for the relevant deal in Propoly using the search bar at the top of the screen.

You can search via the street address, or by the Landlord's name or email address. Click on the correct property once you have found it to take you the Property screen.

Step 2: View the Deal

Once you have found the correct property within Propoly, scroll down until you can see the "Tenancy Information" section in the left-hand sidebar. Once you have found it, click on the "View Deal" button.

This will bring you to the Deal screen.

Step 2: Go to the Documents Section

Once you have found the relevant deal, scroll down until you find the "Documents" section in the left-hand sidebar. Once you have located this, click on the "Add+" button to start the upload process.

Step 2: Drag or Click to Select Your File

Next, you can either drag the file you want to upload into the designated area or click on the attachment box to select the file from your computer. Make sure to select the correct file before proceeding.

Optional Step 1: Change the File Name

If you need to change the name of the file before uploading, you can do so by clicking on the file name and typing in the new name. This step is not required, but can be helpful for organization purposes.

Optional Step 2: Send to Tenant or Landlord

If you need to send the document to either the tenant or landlord, there are two toggles available for this. Simply click on the toggle next to the recipient's name to automatically email them a copy of the document you have attached.

Step 3: Upload Your Document

Once you have completed all necessary steps, click on the "Upload Document" button to save and upload your document. Your document will now be accessible to both you and the recipient(s) you have selected.

Congratulations, you have successfully uploaded a document! If you have any further questions or need assistance, please don't hesitate to reach out to our support team.

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