How-to1 min read·Updated Nov 2, 2026
The documents library
Store, tag, share and find every file — attached to properties, contacts, leases or stand-alone.
Requires permission
agency.documents.viewDocuments is a single view of every file in your agency — uploaded on properties, units, contacts, leases, maintenance jobs — plus generated PDFs (contracts, invoices, receipts, statements). Filter by type, linked record, tag or expiry.
- Upload: drag files anywhere in the library or on a record. All uploads are virus-scanned before they are stored.
- Expiry: set an expiry date on IDs, title deeds, licences — reminders go to staff (and optionally the client) before it.
- Share: generate a time-limited link or send directly via WhatsApp/email; or make the document visible in the client/owner portal.
- Search inside: PDFs and images are text-indexed (OCR) so you can find a cheque number or a clause.
Storage is included in your plan; the usage meter in Settings → Plan shows how much you use.
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