The Property Documents feature allows you to upload and organise important files (PDF, Word, and DocX) directly within a property profile. It provides a secure and efficient way to store and structure your documents, with tools to build folders, control team access, and share files safely using unique links. By organising documents into folders and managing permissions, you can streamline document management and ensure the right people have access to the right files at the right time.
Getting Started
1. Navigate to the Properties tab on your online dashboard and open the property you want to manage.
2. Click the Documents tab.
3. Upload your files by clicking Choose Files or dragging your documents into the upload box.
ℹ️ Important Notes:
Only PDF, Word, and DocX files are supported.
There is currently no preview option; documents must be downloaded to view.
Documents must be downloaded individually; batch/ZIP downloads are not yet available.
Creating and Managing Folders
You can create custom folders within the Documents tab to organise files in a way that best suits your workflow—ideal for grouping lease agreements, certificates, or any important documentation.
1. Click Create New Folder.
2. Enter the folder name and click Create Folder.
3. Your folders will appear under the Folders section.
4. Open a folder and upload files using Choose Files or select any files that are already uploaded and move them into a folder.
ℹ️ You can create as many folders as you require.
5. To delete a folder, click the bin icon in the top-right corner.
6. Deleting a folder removes all contents, including subfolders and documents. Select the items and click Delete to confirm.
Managing Access Permissions
Control which team members can view or edit specific folders or documents. Setting access permissions helps keep sensitive information secure and ensures only authorised people can interact with the files.
1. Open the folder or document and click the pencil icon.
2. Choose which profile types can access that folder or document.
3. Click Save to apply the permissions.
Tracking Access Logs
The Access Logs feature records who accessed a folder or document and when. This improves transparency, accountability, and security across your team.
1. Click Access Logs on the folder or document to view access history.
2. Click on any timestamp to see full date and time details.
3. The property’s Info tab also displays a detailed activity log.
Sharing Documents via Unique Links
Create unique, secure links for individual documents to share them easily with internal or external contacts—ideal for sharing certificates, reports, or compliance documentation.
1. Open the document and click the share icon.
2. Click on the Contact column to see all the contacts listed on this property.
3. If the contact is not listed, enter their email address and click Submit.
4. Click + New Link to generate a unique link for that contact. You can share the link directly with the recipient.
6. Once the contact accesses the link, the system will record the date and timestamp of both the first and last access.
ℹ️ To remove access, click the red bin icon, then select Done.