How to Add Documents to a Property

TL;DR

Attach contracts, inspections, floor plans, or any relevant files directly to a property so everything is organized in one place—searchable, shareable, and easy to manage.

When to use this

Consider using this feature whenever you receive or generate documents related to a specific property, such as:

Before or after a viewing (floor plans, disclosures)
During due diligence (inspection reports, HOA docs)
While negotiating or closing (contracts, amendments)

Step-by-step instructions

Option 1: Upload from the Property View (Best for most workflows)

Open your portfolio.
Click the property to which you want to attach documents.
Navigate to the Documents section inside the property.
Click Paperclip.
Select files from your computer (PDF, images, or supported formats).
Wait for the upload to complete. The document is now attached to that property.

Option 2: Upload from the Property Chat (Best when you want to notify client about it)

Open your portfolio.
Click the property to which you want to attach documents.
Navigate to the Chat section inside the property.
Click Paperclip.
Select files from your computer (PDF, images, or supported formats).
Wait for the upload to complete. The document is now attached to that property.

Option 3: Drag & Drop Upload (Best for speed)

Open your portfolio.
Click the property to which you want to attach documents.
Navigate to the Chat section inside the property.
Drag and drop the file directly into the upload zone.
Release to upload. Documents attach automatically.

Common issues & tips

File visibility: Clients can only see documents intended for them. Your private notes remain hidden.
Property selection: Ensure you’re inside the correct property before uploading.
Naming discipline: Clearly rename files (e.g., Inspection_Report_Alameda_2026.pdf) to minimize confusion later.
Version control: Upload updated versions instead of replacing files to maintain history.
Performance: Large PDFs upload best on stable connections—consider avoiding mobile hotspots if possible.

Updated on: 02/04/2026

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