The Add Documents feature lets you upload and organize important documents, like renter reports, agreements, or payment receipts, for a specific property.
Here’s how it works in simple steps
1) Click on “Quick Buttons” in your dashboard
2) Then click “Add Documents”
3) Click on “Add Document”
4) Fill in the following:
- Choose Document Type: Select the type of document you want to add (renter report, agreement, payment receipt, or any other document of your choice relating to the property)
- Specify Property Address: Provide the property address associated with the document to easily categorize and locate it when needed.
- Select contacts: Renters or contractors
- Insert Picture for the Document: Upload a picture or image of the document to store it digitally. This helps keep everything organized and accessible.
