Learn how to upload, edit, and share property-related files using the attach files feature.

This article covers:

• About attach files
• Upload files to a property
• Edit file details and permissions
• Download or share files

About attach files

The attach files feature lets you store documents for a property, regardless of its lifecycle. Uploaded files can be shared with relevant portals or websites, ensuring easy access for your team.

Upload files to a property

To add files to a property record:

1. Go to: The property profile
2. Click the Filing Cabinet dropdown
   
3. Click Attach Files
4. Upload your file by:

• Dragging and dropping the document into the upload area, or
• Clicking the cloud icon to select a file from your computer
  

Edit file details and permissions

Once your file is uploaded, you can update its details and control access:

1. Click the spanner icon in the bottom-right corner of the file
   
2. Update the file name as needed
3. Set access permissions:

• Share with a specific team
• Share with selected staff members
• Share with everyone in the office

Download or share files

You can easily access or distribute uploaded files:

1. Click the document to download it
2. Use the email option to send the file directly to recipients