Documents

What it is

File storage scoped to a property — leases, inspection reports, seller disclosures, contractor bids, and similar. Appears on both the Deal Workroom (for a property you're still evaluating) and the owned-property page.

Why / when you'd use it

Keep the paperwork for a deal attached to the deal itself, categorized by type, instead of scattered across email and local folders.

Uploading a document

1. Select a File.
2. Choose a Type: Lease, Rent roll, Inspection, Seller disclosure, Contractor bid, Appraisal, Insurance quote, Survey, Tax record, Zoning document, Photo, or Other.
3. Optionally add a Description.
4. Select Upload.

The document appears in the table below: filename (select it to download), type, size, and upload date.

Every upload is scanned for malware in the background after it's saved — this doesn't delay the upload itself, and there's no visible status in the table today, but a file that comes back flagged raises an alert on the deal.

To remove a document, select Delete next to it. There's no confirmation step — see Limits & Expectations.

What's next

• Contacts — track who's involved in the deal