The Documents tab stores files associated with an individual property.
Open property documents
- Open Properties → List Properties and select the required property.
- Select the Documents tab.
Upload documents
If you have permission to add property documents, either:
- select Upload and choose files from your device; or
- drag and drop files onto the document area.
Uploaded files appear in the document list when the upload is complete.
View the document list
The list shows the document date, filename, person who uploaded it, file size and details. Select the filename or the document icon to open the file in a new browser tab.
Edit document information
- Select the edit icon beside the document.
- Update the Document Date or Details.
- Select Update Document.
Editing a document updates its descriptive information; it does not replace the uploaded file.
Delete a document
Select the delete icon beside the document and confirm the deletion. This action is only available when you have permission to delete property documents.
The actions available to you may vary depending on your permissions.
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