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All usersStep-by-step guide

Use messaging and the document vault together

Keep lease files, receipts, maintenance photos, and direct messages tied to the right property and resident context.

Follow these steps

  1. Open Messages and choose the relevant conversation. Review the sender and time before replying.
  2. With document-management access, open Documents → Upload document. Choose a PDF, JPG, PNG, or WEBP up to 15 MB and link it to the correct lease or contact.
  3. Open the saved document and choose Preview file or Download file. A resident can retrieve only documents shared with their household.
  4. Post a message identifying the document so the recipient knows where to find it.

If a download reports unavailable, contact your property team. Uploading a file is not the same as sending it as a message attachment.

Open this workflow

Use cases

Choose the scenario that matches the job you need to finish

Sharing a new lease file

Sending a receipt after payment review

Finding a shared file from the document vault