Upload files to a unit

Keep photos and documents about a unit on the unit, so your team can find them later. For example, appliance manuals, warranty papers, or photos from move in.

• Who this is for: Property Manager, Maintenance Coordinator / Dispatcher
• Applies to: All customer types
• Access needed: to see unit files, a staff user whose role can view units. To upload or delete, the role also needs Can add, edit, and deactivate units. The default Administrator and Agent roles have both. The default Maintenance role has neither.
• Why it matters: everyone on your team who works on the unit sees the same files.

How do I upload a file to a unit?

1. Click Properties in the left menu. The Units list opens.
2. Click the unit.
3. Find the Unit Files section on the right side of the page.
4. Drag files onto Drop files here or upload files from your device, or click it and pick the files. You can pick more than one file.

You can also click Upload File at the top of the unit page to pick files.

On a phone, the box reads Upload files from your device. Whether you can take a photo depends on your phone's file picker.

What you'll see: "Files uploaded successfully". The new file shows first in Unit Files, with Select All and View Gallery above the files.

How do I view, download, or delete a unit file?

1. In Unit Files, click a file, or click View Gallery. The file opens with its name and upload date at the top, and zoom buttons at the bottom.
2. Click Select at the top right. Actions shows how many files are selected.
3. Click Actions. Under Bulk Actions, click Download, View details, or Delete.
4. If you chose Delete, click Delete in Confirm File Deletion. To keep the file, click Cancel.
5. Click Close to go back to the unit.

To pick several files at once, click Select All in Unit Files. More than one file downloads as a zip file.

What you'll see: "Files downloaded successfully" or "Files deleted successfully".

You cannot rename a unit file. To change the name, download it, rename it on your computer, upload it again, and delete the old one.

If it didn't work:

• Each file can be up to 100 MB.
• If you see "Files not uploaded" or "Files not deleted", the file may be too big, or your role may not allow it. You may see the upload and delete buttons even if your role cannot use them. Ask an admin on your account.

Limitations and things to know

• Only staff users can see unit files. Vendors, residents, and owners cannot see them. Unit Notes are different: the page says they are visible to any Vendor or maintenance personnel working at the unit.
• Unit files do not show on the unit's Melds, and Meld files do not show on the unit. To share a file on a Meld, add it to the Meld.
• Properties have their own files, which work the same way. Open the property instead of a unit.