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Compliance & Documents

Using the Vault for documents

Store and find leases, photos, compliance docs, and tenant or property documents in one place.

The Vault is the central place for documents across your organisation.

  1. Go to Vault in the sidebar.
  2. Use tabs to filter by type: All, Leases, Photos, Compliance, Tenant docs, Property docs, etc.
  3. Upload documents when creating/editing a property or lease, or from the Vault if the UI allows.
  4. Compliance docs (e.g. EPC, gas safety) can be attached to properties and are often used for expiry tracking on the calendar.
  5. Tenant docs and property docs are categorised so you can quickly find what you need for a specific property or tenancy.
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