DigitalTenant lets you upload and store files โ documents, images, leases, and more โ and attach them directly to a property for easy reference. This guide walks you through adding a new file from start to finish.
Before You Start
- You must be logged into your DigitalTenant account.
- The property you want to attach the file to must already exist in the system.
- Supported file types: SVG, PNG, JPG, WEBP, AVIF, XLSX, PDF, DOCX, or CSV.
1. Click Create New
From your Dashboard, click the Create New button in the top-left corner of the sidebar. A menu will appear listing all the record types you can create.
2. Select Create New File
From the Choose an Option menu, click Create New File. This opens the New File form.
3. Enter a File Name
In the File Name field, type a clear, descriptive name for the file. This is how it will appear in your files list, so make it easy to identify at a glance.
4. Select a Property
Click the Property dropdown and select the property this file belongs to. A list of your properties will appear โ scroll through and click the correct one.
๐ก Property is a required field. If you don't see the property you're looking for, make sure it has been added to the system first under Rentals โ Properties.
5. Upload Your File
In the Upload Media section, either drag and drop your file into the upload area, or click Click to upload to browse your computer and select the file.
6. Click Add File
Once your file name, property, and file are all set, click the Add File button to save.
What Happens Next
After saving, you'll be taken to the All Files list where your new file will appear at the top. You can see the file name, the property it's attached to, who uploaded it, and the date it was added.
- Click the โฎ action menu on any file to view, download, or delete it.
- Use the Search bar at the top to quickly find files by name.
- Use the Filter button to narrow files by property or file type.
๐ฌ Still need help? Contact us at support@digitaltenant.com or use the Help button in the bottom-right corner of your dashboard.