How to Add Documents to a Portfolio

TL;DR

Attach IDs or any supporting files directly to a portfolio so buyers and collaborators can review everything in one secure place, avoiding email threads and chat app chaos.

When to use this

Consider using this whenever documents are relevant to the buyer’s decision-making or transaction flow, including:

• When a buyer requests legal, technical, or financial paperwork
• When collaborating with spouses, consultants, or internal team members
• When you want to centralize all deal-related files in one place

If documents reside in email, Drive links, or chat apps, you may be losing context.

Step-by-step instructions

Option 1: Upload Documents from Within a Portfolio (Best for deal-specific files)

1. Open the Portfolio you want to work with.
2. Navigate to the Chat and Updates section inside the portfolio.
3. Click the Paperclip icon in the bottom right.
4. Select files from your computer (PDF, images, or other supported formats).
5. Confirm the upload. The document is immediately attached to the portfolio and visible to authorized users.

Use this for:

• Inspiration files from the client
• Contracts
• Licenses
• IDs and compliance documents
• Any file that should live with this specific buyer or deal

Option 2: Attach Documents at the Property Level (Best for property-specific files)

1. Open the Portfolio.
2. Click into a specific Property.
3. Go to the property’s Documents or Chat section.
4. Click Paperclip and add the relevant files.

Use this for:

• Property-specific legal docs
• Floor plans tied to one listing
• Technical specs or renovation plans

This helps keep shared portfolio docs clean while preserving property-level precision.

Common issues & tips

• Buyers can’t see internal notes

Only uploaded documents are visible. Your private notes and seller-side details remain hidden.

• File naming matters

Use explicit names like Apartment_A_FloorPlan.pdf instead of scan_01.pdf. This reduces buyer confusion and follow-up questions.

• Avoid duplicates

Upload the most current version only. PropWise does not auto-deduplicate.

• Permission awareness

Anyone added to the portfolio (buyers, spouses, consultants) will have access to shared documents.

• Performance tip

Large files upload faster on stable connections. We recommend avoiding mobile hotspots when uploading heavy PDFs.

Related articles

• How to Create Your First Portfolio
• How to Add Properties to a Portfolio
• How to Share a Portfolio with Your Client
• How to Add Additional Buyers to a Portfolio

Updated on: 02/04/2026