Linking Documents to Properties

Linking Documents to Properties

Linking documents to properties keeps everything organised and accessible from the property detail page.

Linking During Upload

When uploading a document, use the Property dropdown to select which property (and optionally unit) the document relates to.

Linking Existing Documents

1. Open the document from the Documents library.
2. Click Link to Property.
3. Select the property and optionally the unit.
4. Click Save.

Additional Links

Documents can also be linked to:

• Leases — Associate a signed agreement with the relevant lease.
• Contacts — Link ID documents or references to a tenant or contractor.
• Maintenance Tickets — Attach quotes, invoices, or photos to tickets.
• Expenses — Link invoices to expense records.

A single document can have multiple links (e.g. linked to both a property and a lease).

Viewing Linked Documents

From any property, lease, contact, or ticket detail page, the Documents section shows all linked documents. Click any document to view or download it.

Removing Links

1. Open the document.
2. In the Links section, click the remove icon next to the link you want to delete.
3. The document remains in your library but is no longer associated with that entity.

Tip: Link compliance certificates to both the property and the relevant lease for complete records.