Adding Documents

This guide is designed to help you add documents to your company, tenancy, and property records efficiently. Whether you need to upload contracts, reports, or any other relevant file, these instructions will assist you in navigating the process and ensuring all necessary documents are properly stored and accessible within your system.

Adding Company Documents

Company documents are those pertinent to the whole organization, such as policies, corporate reports, or general company-related correspondence.

Adding Tenancy or Lease document from the Documents

1. Go to the Documents area, then select New Document. 
2. Select +New Document
3. If you're not a Credia Plus user, you will need to enter all details manually. Associate your document with the correct Company, add a title and fill in all other relevant information that relates to this document including tenancy and/or property. To attach the document, either drag and drop the file onto the screen on your left, or click browse your files.
4. Select Create Document to complete the document creation.

If you are a Credia Plus user, you can easily speed up your document creation flow with Credia automatically filling in the title, description and tags for you.

Simply drag and drop the file (or upload it from your computer), and the key details will be filled out for you in seconds. You can also tick the Enable for Credia box to start asking questions about your lease documents, like key dates or clauses. Read more about chatting with a lease document here.

Adding Tenancy Documents

Tenancy documents are specific to individual tenancies, such as lease agreements, tenant correspondence, and maintenance records.

Add documents directly through a tenancy record:

1. Access the related Tenancy then navigate to the Documents area
2. You'll find choices to Generate Forms and Agreements, Create New Folder and New Document. Select New Document to upload files.
3. Upload your file, fill in the required details (or let Credia do it on your behalf), and save your document
4. You can also download previously uploaded documents from this tab

Adding Property Documents

Property documents relate specifically to properties in your portfolio, like building plans, warranty documents, or compliance certificates.

Add your property documents directly through the property record's document area:

1. Access the related Property then navigate to the Documents tab
2. Proceed with creating a new folder or uploading new documents
3. You can either let Credia help you with the document creation or do it manually yourself. 
4. Upload your file, fill in the required details and save your document
5. You have the option to download documents right from this location as well

Remember, each document can be a maximum size of 150MB.

To ensure a seamless document management experience, it's important to follow these procedures. Taking the time to correctly categorize and upload documents to the relevant section of your record-keeping system will help maintain organization and ease of access.