Manage documents

The Documents page keeps your contracts, inspections, appraisals, photos, and videos in folders, so each deal, project, or property has its files in one place.

Each file can be up to 2 GB. Total storage depends on your plan: 20 GB on Silver and 50 GB on Gold.

Create a folder

Open Documents

In the sidebar, select Documents.

Select New Folder

Select New Folder at the top right.

Name it and create it

Enter a Folder Name, such as “Property Contracts”, then select Create Folder.

What you should see: a message that the folder was created, and a new folder card on the page.

Four cards at the top summarize the page: Total Documents, Folders, Recent Uploads, and Expiring Soon. Use Search folders… to find a folder by name. Folders for your deals and projects also appear here, alongside the ones you make.

To rename a folder, open the menu on its card and select Rename.

Upload files

Open the folder

Select the folder’s card.

Select Upload Files

Select Upload Files. In the Upload files window, drag files in or click to browse. You can select more than one file.

Wait for the upload

Each file shows a progress percentage. It then reads Done, or Failed with the reason.

You can also drag files straight onto the folder page. To upload a video, select Upload Video. It accepts MP4, WebM, MOV, and other video formats.

If a file is over 2 GB, you see File(s) too large (max 2 GB) with the file names, and the others still upload.

Preview and download a file

Inside a folder, files appear as a list or a grid. Use the buttons at the right to switch, and use the tabs above to show All, Images, Documents, or Videos. Search files… and the sort options (Name, Size, Type, Date) help in a long folder.

Open a file’s menu to choose:

• Preview opens it in a window. Types that cannot be previewed show No preview available for this file type. Use Download there.
• Download saves a copy to your computer.
• Set as Cover appears for images and makes that image the folder’s cover.
• Delete removes the file.

Delete files and folders

To delete several files, tick their checkboxes (or the Select all box). A bar shows how many are selected, with Download selected and Remove selected. Confirm in the dialog, which reads, for example, Delete 3 Files?.

To delete folders, tick them on the main page and select Delete Selected. To delete one folder, use Delete from its card menu, or Delete Folder from the menu inside the folder.

Deleting a folder deletes every file in it, permanently. Deleting files is also permanent. Neither can be undone.

Deleting a deal in your pipeline removes that deal’s documents folder as well. Download anything you want to keep first.

Next step

Attach documents and notes to a deal

Add files from the deal itself.

Manage tasks and reminders

Track what you need to do with those files.