Uploading documents to a property

You can upload documents to a property record to keep important files and supporting information stored in one place. 

This can be useful for storing compliance certificates, signed documentation, marketing material, or other property-related files that need to be centrally accessed and managed by your team.

For compliance certificates (i.e. gas safety certificates, full EPCs), once they're uploaded to the relevant property record, you can add associated event dates to help track renewals and upcoming expiry dates.
For more information on Adding a date to a property, click here
For more information on the Property Management Dashboard - Event Dates widget, click here

Uploading documents to a property record

1. Click Properties on the main navigation bar
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 Documents on the side menu
4. Click Upload files
5. Click, drag and drop documents into the window to upload them, or, select choose from folder to locate the stored document(s) on your computer or network
   
6. The document(s) display in the Upload files window. Click Upload

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

Should your records have lots of documents stored against them, you can make use of the sort filter. Click the headings to sort by file Type, File name and Date added. 

Documents can also be downloaded for preview, or deleted, by selecting the download or delete (bin) icons. 

Emailing a document from Alto

1. Click Properties on the main navigation bar
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. The property workflow opens and lands on the Media section of the Pre-marketing tab. If prompted with Media has been enhanced, but you can choose to use the old version, click use the old version
5. Click the Other Files top tab
6. 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. Then click Email Selected
7. Select the appropriate email template to use from the dropdown and click Use the Template
8. In the To field, enter the contact you wish to email this document to
   1. Using the CC field, you can enter an additional recipient that's to be sent the email, but only if they are already a contact
9. Overtype the email Subject text, if necessary 
10. In the main content area, type your email
11. Your selected documents appear as Attachments. Once you're ready, click Send