# 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.

---

## 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)

[![Add document.png](https://help.commonview.com/uploads/images/gallery/2025-10/scaled-1680-/zwLNQFhPqgTMSjDS-add-document.png)](https://help.commonview.com/uploads/images/gallery/2025-10/zwLNQFhPqgTMSjDS-add-document.png)

---

## 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.