Upload a document

Add files to Documents for your building. You need staff access to Documents and a building selected before upload.

managerconcierge· Updated October 10, 2026Open in app
  1. Open Documents from the sidebar.
  2. Choose the building in the building filter.

    Tip: Upload stays disabled until a building is selected when you have more than one building.

  3. Click Upload.
  4. In Upload documents, choose a Destination folder (or leave 📁 Root (Documents)).
  5. Optionally set Visible From and Visible To dates.
  6. 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
  7. For each staged file, review Share with (for example Staff only, All residents, Residents, or Groups).
  8. 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.

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