Property Documents

This page shows the property's document storage — not the documents of individual rental units and not applicant documents. Here you store building-wide files that apply to the entire property: land registry extract, building permit, insurance policy, energy certificate. Tenant or applicant documents are managed in the Documents tab of the respective rental unit or applicant.

Common Tasks

• Upload a document
• Create folders and organise structure
• Download or preview a document
• Assign a document type after upload
• Move or delete multiple files at once

How To

Upload a document

1. Open the property's Documents tab.
2. Click + Document — select a file via drag-and-drop or file browser.
3. Example: Upload the energy certificate (class C, issued 1 Mar 2025) as a PDF and select type "Energy Certificate".
4. The document appears immediately in the current folder level.
5. Multiple files can be selected — uploads run in parallel.

Create folders and organise structure

1. Click New Folder — enter a name (e.g. "Insurance 2025").
2. Create subfolders by navigating into a folder and clicking again.
3. Move documents via drag-and-drop or the Move option in the context menu.
4. Recommended structure: folders by year or category (e.g. "Building Permits", "Tax Documents 2024").

Download or preview a document

1. Click a document in the table — the Preview panel opens on the right (desktop).
2. Use the fullscreen icon for full-page view; click Download — generates a signed temporary URL.
3. Export an entire folder as a ZIP: select folder → Download → ZIP is created locally.
4. On mobile devices, a full-screen modal opens instead of the side panel.

Assign a document type after upload

1. Click the document in the table.
2. Click the type field in the preview panel — choose from the classification dropdown.
3. Examples: land registry extract, insurance policy, building permit, energy certificate, maintenance contract.
4. Changes are saved immediately; no page reload needed.

Move or delete multiple files at once

1. Activate the checkboxes to the left of each entry.
2. An action bar appears: Move, Copy, Export as ZIP, or Delete.
3. Example: Move three insurance documents into the "Insurance 2025" folder in one step instead of three.

Views and Fields

File Explorer Table

Each entry shows:

• File name and file type (icon)
• Document type (freely selectable from classification list)
• Uploaded on (date)
• File size
• Action menu: Preview, Rename, Move, Copy, Download, Delete

Folder Navigation

• Breadcrumb path displays the current level.
• Click a folder to navigate into it; click a parent path to navigate back.
• Empty folders are included as empty directories in ZIP exports.
• Folders can be nested to any depth.

Preview Panel (Desktop)

• Opens to the right of the table when a document is clicked.
• Shows: file name, type, date, preview image (first page for PDFs, direct for images).
• Navigate between documents using the arrow buttons.
• Download button generates a time-limited signed URL.

Search Field

• The search field in the top left filters names of all visible entries in real time.
• Search applies to the current folder level only, not recursively across subfolders.

Audit and History

Uploads, renames, and deletions do not appear in the property's History tab — the History tab only records changes to property master data (address, type, name). For a complete document activity log, create a note.

Permissions and Multi-select

• Visible to: all team members of the owner account.
• Upload, rename, move, copy: all team members.
• Delete (individually or via multi-select): all team members — the action is irreversible.
• Multiple files: activate checkboxes in the table — bulk move, copy, export, and delete available.

For documents of individual rental units switch to the Rental Units overview — each unit has its own Documents tab.

Related Pages

• Properties overview
• Create a property
• Rental unit documents — documents per rental unit, not property