Tenant documents

Who is this guide for?

For the building manager who wants to save a copy of the tenant’s ID and a copy of the lease contract in the system and refer to it later.

Before you begin

• Allowed files: JPG, PNG, WebP images, or PDF file, up to 8 MB per file and 5 files per type.

Steps

1. Open Building Operations ← Floors ← Details on the apartment.
2. In Tenants Registry tap Documents on the current tenant's card.
3. In the Tenant Documents window there are two sections: Identity Photo and Rent Contract.
4. Click Add File in the appropriate section and select one or more files from your device.
5. To view a file press Open, and to delete it press Delete and then confirm.

Result

The files appear in the window immediately and remain stored in a private storage that can only be opened by those with permission.

Important notes

• You can also attach files directly to the Add Tenant form under Attachments (optional).
• The ID photo is linked to the person himself, so it will appear with him if he rents another apartment later. The contract image is linked to this contract only.
• The Documents button appears for active contracts only.
• The deletion is permanent and the file cannot be recovered.
• If you see files without the Add File button, you only have view access.

Who is this guide for?

For the building manager who wants to photocopy the tenant’s ID or contract via mobile phone and save it in the system.

Steps

1. From Units Open the apartment.
2. In the Information tab, click the pencil icon on the Current Tenant card to open Edit Tenant Data.
3. Scroll to the Attachments (optional) section, which includes a copy of ID and a copy of the rental contract.
4. Click Add under the desired type and choose: Take photo with camera, Choose from gallery or Choose PDF.
5. The file is uploaded immediately and appears as a thumbnail. Click on it to enlarge it.
6. To delete, press the ellipsis on the file and then confirm Delete.

Result

Documents are saved to the nodes and appear in the application and web dashboard.

Important notes

• When adding a new tenant, the attachments are uploaded after saving the contract.
• PDF files are not displayed within the application; A message appears that it can be opened from the web panel.
• Limit 8 MB per file and 5 files per type.
• If the Attachments section does not appear or if you see “You do not have access to tenant documents,” contact the building manager.