The Documents panel on a contact, transaction, property, or listing detail page holds files related to that record. Supported types are PDF, JPEG, PNG, TXT, and CSV.
Steps
- Step 1: Open the detail page for the contact, transaction, property, or listing and find the Documents panel.
- Step 2: Choose an upload category, then select or drag in the files. Progress is shown while each file uploads and is scanned.
- Step 3: Use the filename search and the "uploaded by" / "uploaded from" filters to find a file later.
- Step 4: From a file, rename it, download it, or soft-delete it. Deleted files are removed from the list.
- Step 5: The panel shows account storage usage so you can keep an eye on the total.
Common problems
- An upload was rejected.
- The file type must be PDF, JPEG, PNG, TXT, or CSV, and it must pass the malware scan. Re-export or re-save the file and try again.
- A download link stopped working.
- Download links are short-lived for security. Return to the panel and download the file again to get a fresh link.
Good to know
- This is record attachment storage. It is not a contract-generation, e-signature, OCR, or public-sharing system.