Manage Property Files and Documents

How to upload, organize, and manage files attached to a property record, including contracts, permits, and floor plans.

Written by Ava MartinezUpdated over a month ago2 min readBeginner

What this guide covers

This guide explains how to attach files and documents to a property record. Files like contracts, permits, floor plans, and inspection reports give your team the context they need for every job.

Uploading files

Open the property at /properties/[slug].
Click the Files tab.
Click Upload File or drag and drop files into the upload area.
Supported formats: PDF, DOCX, XLSX, JPEG, PNG, and HEIC.
Maximum file size is 25 MB per file.

Screenshot: The Files tab with the drag-and-drop upload area and a list of attached documents.

Organizing files

Each uploaded file displays:

File name -- the original file name.
Type -- file extension badge (PDF, DOCX, etc.).
Uploaded by -- the team member who uploaded it.
Date -- when the file was added.

Click any file to preview it inline or download it.

Renaming files

Click the overflow menu (...) next to the file.
Select Rename.
Enter a descriptive name and click Save.

Tip: Use descriptive names like "2026 Maintenance Contract" or "Floor Plan - Level 1" so your team can identify files without opening them.

Deleting files

Click the overflow menu (...) next to the file.
Select Delete.
Confirm the deletion.

Deleted files cannot be recovered.

Who can see files

All workspace members with property access can view and download files. Files are not shared with customers or included on quotes and invoices.

Note: Files are stored on JobsiteOn servers and do not sync with QuickBooks or other integrations. Use property files for internal reference only.

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