Where documents live
Documents can be attached at the property level or the tenant level. Property documents are accessible from the Documents tab on any property’s detail page. Tenant ID verification documents are managed from the individual tenant record — see uploading an ID verification document.Uploading a document
- Navigate to the property where you want to attach the document.
- Open the Documents tab.
- Click Upload Document.
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Select the file from your device. Supported formats and limits:
Maximum file size: 20 MB per file.
- Enter a Document Name — a clear, descriptive label (e.g. “Gas Safety Certificate 2025”). Up to 200 characters.
- Select a Document Type from the list below.
- Click Upload.
Minimum role required for upload: Landlord.
Document types
Downloading documents
Documents download through secure links that expire after 5 minutes, so a link cannot be shared or reused later. Any authenticated organisation member can request a download link.- Click the Download button on the document row.
Minimum role required for download: Tenant (any authenticated organisation member).
Deleting a document
- Click the trash icon on the document row.
Minimum role required for deletion: Property Manager.
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