Uploading Documents

Uploading Documents

Store all your property-related documents securely in Latch for easy access and organisation.

How to Upload

1. Click Documents in the sidebar.
2. Click Upload Document.
3. Drag and drop files into the upload area, or click to browse your device.
4. For each document, enter:
   • Name — A descriptive title.
   • Property — Link to a specific property (optional).
   • Labels — Add tags for organisation (optional).
5. Click Upload.

Supported Formats

• PDF — Contracts, certificates, statements.
• Word — .doc and .docx files.
• Images — JPG, PNG, WebP, HEIC.
• Spreadsheets — .xls and .xlsx files.
• Maximum size — 25 MB per file.

Bulk Upload

You can upload multiple files at once by selecting several files or dragging a batch into the upload area. Each file becomes a separate document entry.

Automatic Categorisation

When you upload a document, Latch may suggest a category based on the file name and content. Review the suggestion and adjust if needed.

Where Documents Appear

Uploaded documents appear in:

• The main Documents library.
• The linked property's Documents tab (if linked).
• The contact's profile (if linked to a contact).

Tip: Use descriptive names like "10 High St - Gas Safety Certificate 2025" to make documents easy to find later.