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Documents - Uploading property documents

Updated over 7 months ago

In the View uploaded files section, users can upload important documents relating to a specific property, including inspection/inventory files, tenant/owner-supplied documents and instruction manuals.

1. Accessing View uploaded files

  1. Go to Lettings properties > View properties

  2. Locate the property

  3. In the View column, expand the dropdown and select View uploaded files

  4. Users will be directed to a new page that contains a number of document folders

  5. This page is split into tabs depending on the nature of the document (shown below)

2. Uploading documents

  1. Look through each tab (shown above) and locate the relevant document folder

  2. In the Upload documents column, click on the upload icon

  3. Drag and drop the document into the pop-up window or click on Add files and locate the document within your computer files

  4. Click on Start upload

  5. Once uploaded, close the pop-up window and refresh the page

  6. The number within the Upload documents column will have updated to reflect the document(s) just uploaded

Examples:

  • To upload an inspection document, open the Inspection and inventories tab and locate the Inspection reports folder

  • To upload a contractor quote, open the Maintenance tab and locate the Quotations folder

  • To upload any tenant documents (for example, evidence of pay), open the Owners and tenants tab and locate the Tenant supplied documents folder.

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