Upload & Link Documents: Organising Your Digital Paperwork

Link to Any Asset

Within the PropertyList ecosystem, you can 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. Keep paperwork such as floor plans, exclusive listing agreements, or energy certificates organised and 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.
   Open the chosen client's profile and locate the “Attached Documents” section. This 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.
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 vault. Here, every single file you have uploaded across your entire agency ecosystem is stored and organised.