Uploading documents to a tenancy

All records, whether they are contact, property, or tenancy, can have documents linked to them. This ensures that important files are stored in a central place against the relevant record, allowing them to be quickly and easily located and managed.  

This article includes: 

Uploading a document on to a tenancy record

  1. Click Tenancy on the main toolbar
  2. Select the relevant tenancy from Recent & Favourite Tenancies
    1. Alternatively, find the tenancy using the Search Tenancies bar in the top right
  3. Click Documents on the side menu
  4. Click Upload Documents
  5. Click Add Files
  6. Locate and click on the stored document(s) on your computer or network. Click Open 
  7. The document(s) display in the Select files section. Click Start Upload
  8. The document(s) will be visible within the Documents side menu. Click Save

 The document(s) are now saved to this tenancy record.

 Note

Documents can be uploaded in .doc, .pdf, .jpg and .png formats

Emailing a document from Alto

  1. Click Tenancy on the main toolbar
  2. Select the relevant tenancy from Recent & Favourite Tenancies
    1. Alternatively, find the tenancy using the Search Tenancies bar in the top right
  3. Click Documents on the side menu
  4. Click the tick box(es) to select the individual document(s), or, tick Select All to select all the documents that have been uploaded to the Tenancy record
  5. Click Email Selected
  6. In the To field, enter the contact you wish to email this document to
  7. In the Message field, type your email
  8. Click Send

Was this article helpful?
0 out of 0 found this helpful