Articles on: Listings Management

How to Add Documents to a Property

TL;DR

Attach contracts, inspections, floor plans, or any relevant files directly to a property so everything lives in one place—searchable, shareable, and impossible to lose in email threads.


When to use this

Use this whenever you receive or generate documents tied 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)

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


Option 1 — Upload from the Property Chat (Best when you want to notify client about it)

  1. Open your portfolio.
  2. Click the property you want to attach documents to.
  3. Navigate to the **Chat **section inside the property.
  4. Click Paperclip.
  5. Select files from your computer (PDF, images, or supported formats).
  6. Wait for the upload to complete—the document is now attached to that property.


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

  1. Open your portfolio.
  2. Click the property you want to attach documents to.
  3. Navigate to the **Chat **section inside the property.
  4. Drag and drop the file directly into the upload zone.
  5. Release to upload—documents attach automatically.


Common issues & tips

  • File visibility: Clients can only see documents meant for them. Your private notes remain hidden.
  • Wrong property: Always double-check you’re inside the correct property before uploading.
  • Naming discipline: Rename files clearly (e.g. Inspection_Report_Alameda_2026.pdf) to reduce confusion later.
  • Version control: Upload updated versions instead of replacing files so the history stays intact.
  • Performance: Large PDFs upload best on stable connections—avoid mobile hotspots if possible.


Updated on: 03/02/2026

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