How to upload files to your client's property profile

A guide to uploading and keeping your client's files up to date with each of their properties

To upload files manually to your client's property follow the below steps

  • Select 'Manage' on the navigation bar
  • Tap on 'Manager' and select your client's portfolio from the list
  • Choose the property you want to upload files to from the available properties
  • Now tap on the 'Files' tab and press the 'Add File' button

You can now select the file you want to upload from your phone (camera roll, dropbox, or any connected service) or alternatively take a photo to upload a new file.



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