Browse manual

Upload & Link Documents: Organising Your Digital Paperwork


Efficient document management is crucial in high-level real estate. Whether you are handling confidential property details, legal contracts, or technical inspection reports, having everything securely and neatly stored within the PropertyList infrastructure saves your agency immense time and prevents critical administrative headaches down the road.

A true Smart CRM provides absolute operational flexibility. Within the PropertyList ecosystem, you are not restricted by strict funnels - you have the universal ability to upload and securely connect documents to any contact in your database and any property mandate on your dashboard. This multi-tiered system gives you a complete, 360-degree view of your transaction data.

  1. Any Property - The Admin Tab Whether you are deploying a brand-new listing or updating an older mandate, you can attach files to any property in your portfolio. Simply head over to the “Admin” tab within the property's listing interface. There, you will discover a dedicated option to upload documents directly related to that specific asset. This is a highly convenient, centralised way to keep all relevant paperwork - such as floor plans, exclusive listing agreements, or energy certificates - strategically organised and instantly accessible to your team.
  2. Any Contact - Attached Documents Your database is diverse, and your document storage reflects that. You can upload and link files to any contact within your sales pipeline - whether they are a potential buyer, a seller, a short-term renter, or a professional partner like a lawyer or tradesman

    Simply open the chosen client's profile and locate the “Attached Documents” section. This specialised area functions as a secure, virtual filing cabinet for every individual in your network! By linking identification, signed contracts, or financial profiles directly to the person involved, you ensure that every team member has immediate access to the necessary paperwork to advance the deal seamlessly.
  3. The Master Vault - The Documents Tab Beyond linking files to specific individual profiles or properties, your digital headquarters provides a dedicated master library to ensure nothing is ever lost.

    By navigating directly to the "Documents" tab located on your main dashboard menu, you access a centralised, highly organised vault. Here, every single file you have uploaded across your entire agency ecosystem is securely stored and neatly organised for you. 
This allows you to easily audit paperwork, manage all of your active files from one central command centre, and maintain total control over your agency's digital paperwork.