The Files section provides centralized cloud storage for all your property management documents — lease agreements, receipts, inspection reports, and more.
Files Overview
Navigate to Files from the sidebar to see all your uploaded documents. File counts are shown for each filter tab:
- All Files — Total number of documents across your portfolio
- Documents — PDF, DOC, and DOCX files
- Spreadsheets — CSV, XLS, and XLSX files
Filtering and Sorting
Filter tabs:
| Tab | File types shown |
|---|---|
| All Files | Every uploaded file |
| Documents | PDF, DOC, DOCX |
| Spreadsheets | CSV, XLS, XLSX |
Sort options:
| Sort by | Order |
|---|---|
| File Name | Alphabetical A–Z |
| Date Uploaded | Newest first |
| File Size | Largest first |
| Property | Alphabetical by property name |
Use the search bar to find files by title, description, or property name.
Uploading Documents
Click Upload Document to open the upload dialog.
Requires a Standard or Premium plan. Free plan users see a "Subscribe to upload" message with a link to the Plans page.
Upload Steps
- Select a property — Choose which property the files belong to (dropdown)
- Add files — Drag and drop files into the upload zone, or click Browse to select files
- Edit details — For each file, enter a Title (pre-filled with the file name) and Description (required)
- Click Save to upload
Upload Limits
| Restriction | Limit |
|---|---|
| Max file size | 15 MB per file |
| Max files per upload | 5 files at once |
| Accepted formats | PDF, DOC, DOCX, CSV, XLS, XLSX |
Files that exceed the size limit or have unsupported types are skipped with a warning message.
An upload progress bar appears while files are being uploaded.
File Table Columns
| Column | Details |
|---|---|
| File Name | File icon (by type) + clickable title that opens the file |
| Description | Description text entered at upload |
| Property | Linked property name — click to navigate to that property |
| Uploaded | Date the file was uploaded |
| Size | Formatted file size (e.g., "2.5 MB", "150 KB") |
| Actions | Download button |
File Actions
| Action | How to access |
|---|---|
| Download | Click the download icon or the file name — opens the file in a new browser tab |
| View | Same as download — files open in the browser |
Note: File deletion is currently available from the property detail page where the file was uploaded, not from the main Files hub.
Storage Limits by Plan
| Plan | Upload Access | Storage |
|---|---|---|
| Basic (Free) | No uploads | — |
| Standard ($20/mo) | Yes | 1 GB |
| Premium ($40/mo) | Yes | 3 GB |
If you're on the Basic plan, the upload button is disabled and shows a link to upgrade. Visit Account & Settings to manage your plan.
Linking Files to Properties
Every file is associated with a property:
- When uploading from the Files hub, you select a property from a dropdown
- When uploading from a property's detail page, the property is pre-selected
- The property name appears as a clickable link in the file table, taking you directly to that property's detail page
Exporting File List
Click Export to download a CSV file listing all your documents. The export includes file title, description, property, upload date, and size — and respects your current filters and search.
Tips for Document Organization
- Name files descriptively — Use clear names like "Lease_Unit3B_2026.pdf" instead of "Document1.pdf"
- Add descriptions — A brief note helps identify files later without opening them
- Link files to properties — This makes it easy to find all documents for a specific property
- Use the search — Quickly find files by name, description, or property