The Files page is your company's document library. It holds files you upload there and files attached elsewhere, such as on a landlord's Files tab or a work order.
Before you start
- Employees need the Files permission (under Documentation): Add to upload and Full Control to delete. The company owner always has access.
- Uploads count toward your plan's file storage. The Compare Plans table shows 2 GB on Service Pro Lite and 10 GB on Service Pro Standard.
1. See all files
In the sidebar, go to Documentation → Files. The table shows File, File Name, Owner, Date Uploaded and Action. Filter by Landlord, From Date and To Date, or use the search box.
2. Upload a file
- Click Add New File.
- Enter a File Name. Always add one so the file is easy to find later.
- Attach your file under Upload Media.
- Click Add File. You will see File Added Successfully.
Files uploaded from this page are not linked to a landlord. To attach a file to a specific landlord, open that landlord under Contacts → Landlords and upload it from their Files tab.
3. Download or delete a file
- Use the ⋮ menu and click Download to save a copy.
- Use the ⋮ menu and click Delete, then confirm. To delete several, tick them first.
Good to know
- If you see File is required, attach a file under Upload Media.
- If a file was saved without a name, delete it and upload it again with a name.
- If a file doesn't show on a landlord's Files tab, it was uploaded from the main Files page. Upload it again from the landlord's Files tab.
- If your storage is full, a pop-up offers to take you to Settings → Subscription. You can delete old files or upgrade your plan.
Need help?
Email us at support@digitaltenant.com, or use the Help button in the bottom-right corner of your dashboard.
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