Manage Property Files and Documents
How to upload files to a property, open them later, and who can see them.
How to upload files to a property, open them later, and who can see them.
How to keep contracts, permits, floor plans and other documents on a property so your team can find them for every job.
You see File uploaded when it's saved. The upload is also recorded in the property's activity.
Screenshot: The Files card on a property page with two documents and the Upload button.
Each file shows its name, whether it's a PDF, and its size. Click a file to open it in a new tab.
File links go through JobsiteOn each time you open them, so they keep working. They don't expire after upload, and only people signed in to your workspace can open them.
Everyone in your workspace can see and open a property's files. Files are not shared with customers and are not added to quotes or invoices.
Note: Property files stay in JobsiteOn. They don't sync to QuickBooks or other integrations.
Photos of the entrance, parking or loading dock belong in Address info. Click the address on the property page and use Add photos. See Add Property Photos and Notes.
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