The documents vault
Upload, organise, find and download property, tenant and KYC documents — and ask AI questions about any file.
Overview
Documents & Data → Documents is one secure place for all your paperwork: sale deeds, tax receipts, lease agreements, KYC, construction drawings, photos and more. Each document can be filed under a property, a tenant or a landlord. You only see documents for the properties, tenants and landlords you have access to.
Document types are grouped into categories:
| Category | Examples |
|---|---|
| Property & Legal | Sale Deed, Registration, Tax Receipt, Encumbrance Certificate, Occupancy Certificate, GPA (Power of Attorney), Insurance, Legal Notice |
| Tenancy | Lease Agreement, Tenant Floor Layout |
| Identity & KYC | Aadhaar Card, PAN Card, ID Proof, KYC, Identification Photo |
| Construction | Construction Approval, Construction Plan, Drawing, Contractor Agreement, Estimate, Building Permit Order |
| Financial | Rent Receipt, Deposit Receipt, Invoice |
| Media | Building Photo |
Before you start
- Files can be PDFs, images or office documents up to 50 MB each.
- Decide whether the file belongs to the property (deeds, drawings, tax receipts) or to a tenant (lease, KYC, ID proof).
Steps
Upload one document
- Click Upload.
- Click or drag a file into the drop area.
- Under Attach to, choose Property-level or Specific tenant.
- Choose the Property and, for a tenant document, the Tenant.
- Choose the Document Type. Document Name is filled in from the property, tenant and type, and you can edit it.
- Add any Additional Info (notes, reference numbers), then click Upload.
Upload many documents at once
- Click Bulk.
- Drag in several files. Each file's type is guessed from its name, and you can change it.
- Optionally choose File under property and File under tenant to apply to all files.
- Click Upload (the button shows the number of files).
Find documents
- Type in Search documents....
- Filter by Property, Category, Type, Tenant or Landlord. Each filter only offers choices that match the other filters, so options narrow as you go.
- Use Group by to group the list by property, category, type, tenant or landlord. Switch between grid and list with the view toggle.
Use a document
Open a document's actions to Preview, Download, Edit details, Delete, or open AI Summary & Ask. To download several files, tick them and choose Download selected, or use Download all to get everything that matches your filters as one zip file.
Example
A. Sharma uploads the signed lease for Bluebird Cafe at Lakeview Plaza as Specific tenant, with Document Type set to Lease Agreement. She then opens AI Summary & Ask and asks "What is the lock-in period?". The answer comes only from that agreement.
FAQs
What does AI Summary & Ask do?
It shows a short summary of the document and lets you ask questions about it. Answers are based only on that one file. Always check important terms against the original.
Can a supervisor or CA see documents?
Yes, for the properties and landlords they are assigned to. Nobody sees documents outside their access.
Where are a landlord's Aadhaar and PAN kept?
Upload them from the landlord's profile (Edit Landlord). They are also listed here under Identity & KYC.
Troubleshooting
The upload fails
Check that the file is under 50 MB and that you chose a property for a Property-level upload.
A filter has no options
Other active filters have narrowed the choices. Click Clear to reset them.
I can't find a document a colleague uploaded
It may be filed under a property or tenant you don't have access to. Ask a master admin to check your access.