Documents

Upload and manage documents by entity (asset, tenant, etc.).

Opening the Documents list and understanding entity filter (by asset, tenant, etc.)

Go to /Document/Index. The list can be filtered by entity type and entity (asset, tenant, application, etc.).

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Filtering documents by entity type and entity

Filter by entity type (e.g. Asset, Tenant) and then by a specific entity to see only related documents.

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Uploading a new document (file, name, entity, category if any)

Click Upload. Select file, give it a name, choose the entity to link to, and set category if used. Save to upload.

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Viewing and downloading a document

Open a document to view it in the browser or download. Use this to review leases, inspections, and other files.

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Editing document metadata (name, category, entity)

Edit the document's name, category, or linked entity. Save to update. The file itself may or may not be replaceable depending on the app.

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Deleting a document

Delete a document when it's no longer needed. Confirm; deletion may be permanent.

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Organizing and searching documents

Use search and sort to find documents by name, date, or category. Keep naming consistent for easier search.

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Folder or category structure (if used)

If the app uses folders or categories, use them to group documents (e.g. Leases, Inspections, Insurance).

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