> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://propwise.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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](https://propwise.crisp.help/en/article/create-your-first-portfolio-in-5-minutes-1yigcry/)
* [How to Add Properties to a Portfolio](https://propwise.crisp.help/en/article/what-are-the-ways-to-add-properties-to-my-portfolio-xhyhhz/)
* [How to Share a Portfolio with Your Client](https://propwise.crisp.help/en/article/how-to-share-a-portfolio-with-my-client-z9lvqg/)
* [How to Add Additional Buyers to a Portfolio](https://propwise.crisp.help/en/article/how-to-add-additional-buyers-to-a-portfolio-k7ggud/)