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Saving Documents

Where to save documents for tenants, owners, units, properties, leases, and insurance.

Karyn Millar avatar
Written by Karyn Millar
Updated over a month ago

Each of these categories has a Documents tab. Navigate to the appropriate subject from your dashboard.

  1. Go to the Documents tab

  2. Select Upload

  3. Save the document

Insurance documents can be saved from the Residents Portal when they input their Insurance information. This can be viewed and downloaded by the property management company on the units insurance tab. Property managers do not have the ability to save the document themselves. This must be done by the tenant.

Saving a document to the Tenant or Owners Document tab will allow you to share by selecting the three dot menu and clicking 'Share'.

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