How to View and Manage Documents

Navigate to Documents from the dashboard navigation. The page opens with tabs for Documents, Reports, Templates, and E-Signatures.
Select the Documents tab to view the list of uploaded documents. Each row shows Name, Type, Date, Size, and Actions. Category counts for Lease, Inspection, and Financial documents display at the top.
Enter a search term in the Search documents field to filter documents by title. Use the Type and Property dropdowns to further narrow the list.
To preview a document, select the Eye icon on a document row. The Document Preview dialog opens. [SCREENSHOT NEEDED HERE]
To download a document, select Download on a document row. The file downloads to your device.
To upload a new document, select Upload. Choose a file, enter a Title, choose a Document Type from the dropdown, and optionally select a Property. Select Upload to save. [SCREENSHOT NEEDED HERE]
Select the Reports tab to view generated reports. Available report types include Income Statement, Rent Roll, Expense Report, Occupancy, Tax Summary, Cash Flow, Delinquency, and Custom.
To generate a new report, select Generate Report. Choose a Report Type, select a period, and enter Start Date and End Date.

⚠️ Heads up: Start date must be before end date. The form will not submit if the dates are reversed.
Select Generate to create the report. The new report appears in the reports list. [SCREENSHOT NEEDED HERE]

What to expect

Uploaded documents and generated reports are listed in their respective tabs. You can preview, download, upload, and generate reports for your properties.

Need help?

Symptom	Cause	Fix
Upload fails	File too large or unsupported format	Ensure the file is within size limits and in a supported format.
Report generation fails	Invalid date range	Verify start date is before end date and try again.
Document preview is empty	Document URL missing	Try downloading the document instead.