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.

Multi-select

Activate the checkboxes in the table to move, copy, export as ZIP, or delete several files at once. Deletion is irreversible.

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