The Documents section lets you search, view, preview, and download documents associated with properties, tenancies, and companies across your portfolio.
Searching and Viewing Documents
Navigate to Documents from the menu.
Select the relevant tab for the document category you need.
Use the company filter to narrow results.
Type keywords or a document name in the search field to refine further.
Interacting with Documents
Click a document name to view full details and edit if needed.
Click the magnifying glass icon to preview the document.
Use the available options to email, download, or edit the document.
Downloading Documents
In Documents, click the contextual menu [...] beside the document and select Download.
The document saves to your computer.
You can also download documents directly from the Property or Tenancy record by navigating to the Documents tab and selecting Download.