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Documents

Store and manage documents for your properties with role-based visibility

What are property documents?

Manage files

What can you store?

  • Official documents (contracts, agreements, certificates)
  • Technical documentation (blueprints, manuals, specifications)
  • Informational materials (notes, memos, reports)
  • Schemas and plans (floor plans, wiring diagrams)
  • Password files (access codes, WiFi passwords)

Access Permissions

Only property owners and their representatives can manage documents. Other participants can only view documents if they have been granted visibility.

Role View documents Add documents Edit visibility Delete documents
Landlord Yes Yes Yes Yes
Landlord Agent Yes Yes Yes Yes
Tenant If visible No No No
Tenant Agent If visible No No No
Maintenance Staff If visible No No No

How to Add a Document?

1

Go to your property

Open the property page where you want to add a document.

2

Open Documents section

Click on "Documents" in the property menu to access the documents page.

3

Click Add Document

Select document type, upload file, and choose who can see this document.

4

Save

Click save to upload the document. It will be stored securely in the cloud.

Document Visibility

When adding or editing a document, you can select which roles can see it. Owner and owner's agent always see all documents.

Tenant

Select to show document to tenants

Tenant Agent

Select to show document to tenant representatives

Maintenance Staff

Select to show document to maintenance workers

Tip: Visible to All

If you don't select any specific roles, the document will be visible to all property participants.

Comment

Optional text comment for the document (up to 1000 characters)

Comment

  • Comment is an optional field
  • Maximum comment length is 1000 characters
  • Comment is displayed in the documents list

How to Edit Document Visibility?

1

Find the document

Go to the Documents section of your property and find the document you want to edit.

2

Click Edit button

Click the edit button (pencil icon) next to the document to open the visibility settings.

3

Update visibility and save

Select or deselect roles that should see this document, then click Save.

Document Types

Each document type has specific allowed file formats and size limits.

Type Allowed Formats Max size
Official Document .pdf .doc .docx .odt .rtf 20 MB
Technical Document .pdf .doc .docx .dwg .dxf .xls .xlsx 50 MB
Informational Document .pdf .doc .docx .txt .md 10 MB
Schema / Floor Plan .jpg .jpeg .png .gif .svg .webp .pdf 20 MB
Password File .txt .pdf .doc .docx 1 MB

Filtering and Search

The documents page provides several ways to find the documents you need.

Filter by Type

Show only specific document types

Filter by Date

Find documents from a specific time period

Pagination

20 documents per page for easy navigation

Documents API

Manage documents programmatically through our REST API. All API operations automatically synchronize with Google Drive and send notifications.

Service layer note

API Endpoints
GET    /api/v1/properties/{id}/documents         # List documents
POST   /api/v1/properties/{id}/documents         # Upload document
GET    /api/v1/documents/{id}                    # Get document details
PUT    /api/v1/documents/{id}                    # Update visibility
DELETE /api/v1/documents/{id}                    # Delete document

Explore full API documentation in Swagger UI

Open API Documentation

Google Drive Integration

All uploaded documents are automatically synchronized with Google Drive. This provides additional backup and convenient access from any device.

How it works

  • Documents are automatically uploaded to Google Drive after saving to the system
  • Each property has its own folder in Drive, organized by document type
  • A Google Drive icon appears next to each synced document — click to open in Drive
  • When a document is deleted from the system, it is also removed from Google Drive
  • Email and Telegram notifications include links to the file and folder in Google Drive

Access to Google Drive

Property participants automatically receive access to the corresponding Google Drive folder. Access is managed through the system — do not share Drive folders manually.

Notifications

The system automatically sends notifications when documents are uploaded or deleted. Notifications are sent to all participants of the property except the person who performed the action.

Event Email Telegram Drive Links
Document uploaded File link + folder link
Document deleted Folder link (file removed)
Document attached to asset File link + folder link
Document detached from asset Folder link

You can enable or disable notifications for each channel (Email, Telegram) in your account settings.

Documents API

Manage documents programmatically through our REST API. All API operations automatically synchronize with Google Drive and send notifications.

Operation Method Drive Sync Notifications
Upload document POST Automatic Automatic
Delete document DELETE Automatic Automatic
Detach from entity DELETE — —

Full API documentation with examples is available at /api/v1/doc

Related sections

Properties Document Types User Roles API Endpoints