Uploading documents to a property

All records, whether they are a property, contact, 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 property record

  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. Click Media on the side menu
  4. Click the Other Files top tab
  5. Click Upload Files, then 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 Other Files tab. Click Save

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

 Note

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

Emailing a document from Alto

  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. Click Media on the side menu
  4. Click the Other Files top tab
  5. 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 Property record
  6. Click Email Selected
  7. In the To field, enter the contact you wish to email this document to
  8. In the Message field, type your email
  9. Click Send

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