Private file storage: Documents directly at the property
Plans, invoices, photos and important PDFs are stored in a private property file. Categories and links help you find a document later.
In the account per property
Product preview
documents
What you can do
Key features
Saves PDFs and images in appropriate categories.
Assigns documents to an object and, if desired, to a tool.
Shows whether and with which authorized people something is shared.
Separates private storage from sales releases.
How it works
Step by step
- 1
Select category
Determine whether it is a plan, receipt, contract or guarantee document.
- 2
Upload file
Use an easy-to-read PDF or image file.
- 3
Add reference
If necessary, assign the document to renovation, equipment or insurance.
- 4
Check release
Control who has access to the object and therefore possible documents.
What you need
Requirements
- A property in the account.
- A supported PDF or image file.
Practical guidance
Helpful tips
- Name and categorize documents as you upload them instead of months later.
- Please also keep official and legally important originals in the designated place.
Deliberate limits
What this tool does not do
- The filing does not replace any legally required original archive.
- Documents are not automatically checked for completeness or authenticity.
- Shared object members can access documents depending on approval.
Quick answers
Frequently asked questions
Are documents automatically visible in online marketing?+
No. Sales documents are separated and only consciously released for certain accesses.
Can group members see documents?+
For jointly released properties, authorized persons can also manage property documents depending on their access. The release explicitly shows this scope.