Documents

• Overview
• Add a document

Overview

The Documents page allows you to upload, store, and organise important files related to your building’s maintenance and management.
You can upload documents in a variety of formats, including Word, PDF, and Excel files.

This centralised library helps ensure all key documents are easy to find and accessible to everyone involved in the management process.

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Uploading documents

• Click the Add Document button.

• Choose a file from your computer (e.g. Word, PDF, Excel).

• Select the appropriate category from the list.

• Once uploaded, the document will appear under its category, where it can be viewed or downloaded later.

Note: Documents uploaded via the Work Tracker feature are automatically added here as well, making it easy to access all related documents in one place.

For more details: Create a document

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Document categories

Documents are organised by category to find documents easily:

• Governance Compliance – policies, procedures, and regulatory documents

• Financials Budgets – financial statements, budgets, and forecasts

• Meetings Communications – minutes, agendas, and correspondence with stakeholders

• Maintenance Repairs – maintenance records, repair logs, and service reports

• Contracts Suppliers – supplier agreements, contractor details, and service contracts

• Insurance Risk – insurance policies, certificates, and risk assessments

• Building Services Operations – operational manuals, servicing schedules, and maintenance plans

• Residents Tenancy – tenancy agreements, communications, and resident notices

• Projects Renovations – renovation plans, project proposals, and progress reports

• Legal Disputes – legal correspondence, tribunal records, and dispute resolutions

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Key features

• Secure storage: all documents are safely stored within the platform.

• Easy access: quickly view or download files when needed.

• Organised structure: every document is grouped under a clear category.

• Consistent updates: you can replace or remove outdated documents to keep records current.

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Example use cases

• Upload the latest insurance certificate under Insurance Risk.

• Store meeting minutes and budget forecasts under Meetings Communications and Financials Budgets.

• Keep contractor agreements and maintenance logs up to date under Contracts Suppliers and Maintenance Repairs.

Add a document

The Add a Document side panel allows you to add new documents to your building’s document library.
Each document is categorised and stored so it can be easily accessed by all authorised users.

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Information required

When creating a document, you are asked to provide the following information:

1. Document Title

   • A clear, descriptive name for your document.

   • Example: “Roof Inspection Report 2025”

2. Document Type

   • Select the category that best describes the document from the following options:

     • Governance Compliance

     • Financials Budgets

     • Meetings Communications

     • Maintenance Repairs

     • Contracts Suppliers

     • Insurance Risk

     • Building Services Operations

     • Residents Tenancy

     • Projects Renovations

     • Legal Disputes

3. Description (optional)

   • A short summary of the document’s contents.

   • Example: “Summary of the annual roof inspection, including findings and recommendations.”

   • Useful for quickly understanding the purpose of the document without opening it.

4. File Upload

   • Upload the document from your computer. Supported formats include:

     • Word (.docx)

     • PDF (.pdf)

     • Excel (.xlsx)

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Key points

• The document will be automatically added to the Documents page under the selected category.

• Documents uploaded via Work Tracker also appear in this library.

• The optional description helps users understand the content at a glance.

• All uploaded documents are securely stored and can be viewed or downloaded by authorised users.