This article will teach you how to add and manage documents to a property within the Property & Facility App.

The Documents tab is the place to store any property-related documents that you or others may need to access later. This can include BOMA Surveys, Capital Expense Budgets, Leases, Licensing Agreements, Property Reports, Property Condition Assessments, Photos, Real Estate Tax Analysis, and Estoppels. To access the Documents tab, follow the steps below:

1. From the Property & Facility menu, click Properties.
2. From the Properties page, click the name of the applicable property.
3. From the Property Details page, click the Documents tab.
4. To add a document to the Documents tab itself, click the Upload File(s) button and complete the form presented.
   • Note: When clicking the Choose File button, you can select multiple files to upload in bulk if desired.
   • Note: To delete an existing document, navigate to the location of the document, click the pencil icon on the right side, and select Delete.
5. To create a folder to store documents, click the Create Folder button and complete the form presented.
   • Note: To delete an existing folder, navigate to the location of the folder, click the pencil icon on the right side, and select Delete.
6. To add a document to a specific folder, click the name of the folder, click the Upload File(s) button, and then complete the form presented. 
7. To retrieve and review an existing document, navigate to the location of the document and click the document name.
8. To set up notifications for a folder, navigate to the applicable folder, click the Notifications button, select the recipients, and click Save.
   • Note: You can also click the pencil icon on the right side of a folder and select Notifications to set them up.
9. To refresh and go back to the main documents screen, click the Documents tab.

Please note that the max size for files is 75MB per upload. As an example, a single document up to 75MB could be uploaded, or 3 documents at 25MB each could be uploaded at a single time. If you need to upload files that, when combined, are greater than 75MB, please do multiple uploads.