Documents
Centralized document library with versioning and audit.
Overview
Bylaws, rules, meeting minutes, vendor COIs, fire plans — all in one library, with per-folder permissions and versioned uploads.
Who uses this
Anyone with access to a folder.
Open the feature
Management → Documents.
Step-by-step
- Browse folders or search by filename / tag.
- Click a document to preview in-browser.
- Upload a new version — older versions remain accessible.
- Share a folder with specific roles.
Settings & permissions
Admin sets folder access per role. Audit log records every download.
Multi-building tips
Folders can be scoped to one building or shared across the portfolio.
Notifications
Optional notification when a watched folder gets a new file.
Reports & exports
Download log per folder; storage usage per building.
Troubleshooting
- Preview not loading. Some formats render slowly the first time; refresh and try again.
FAQ
Is there a file size limit? 100 MB per file by default.
Glossary
- COI — Certificate of Insurance.
Related articles
- Directory — Residents, units, owners, tenants, vehicles, pets, emergency contacts.
- Email merge — Send personalized email and SMS to residents at scale.
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