Upload & Link Documents

How It Works

You can connect a document to both properties and contacts to make organisation easy.

1. Listing a Property – Admin Tab:

   • When you’re listing a property, head over to the “Admin” tab. There, you’ll discover an option to upload documents related to that specific property. This is a convenient way to keep all relevant paperwork organised and accessible.

2. Contact Profiles – Attached Documents:

   • If you’re dealing with a specific contact (like a potential buyer or seller), you can find attached documents directly within their contact profile. Look for the “Attached Documents” section. It’s like having a virtual filing cabinet for each contact!

Remember, efficient document management is crucial in real estate. Whether it’s property details, contracts, or inspection reports, having everything neatly stored can save you time and headaches down the road. 

Find out how to share your document easily here.