Upload a document
Add files to Documents for your building. You need staff access to Documents and a building selected before upload.
- Open Documents from the app navigation (
/app/documents). - Choose the building in the building filter.
Tip: Upload stays disabled until a building is selected when you have more than one building.
- Click Upload.
- In Upload documents, choose a Destination folder (or leave 📁 Root (Documents)).
- Optionally set Visible From and Visible To dates.
- Click Browse files (or drag files onto Drag & drop files here).Upload documents dialog with drop zone — Upload documents modal with destination folder and Browse files
- For each staged file, review Share with (for example Staff only, All residents, Residents, or Groups).
- Click Upload (the button shows the file count, such as Upload 2).
Result: A success toast confirms each upload (for example Uploaded plus the file name), and the files appear in the destination folder.
Related articles
- Find and preview a document — Locate a file in Documents and open an on-screen preview. You need staff access to Documents.
- Share a document by role — Control who can see a file or folder using Sharing / Share with options. You need staff access to Documents and permission to edit the item.
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