Introduction

The Document Tab allows you to store, manage, and organise all property-related documents in one central place. This includes certificates, compliance documents, and general files uploaded during property creation or management.

This guide explains where to find the Document Tab, what you can do within it, and how document permissions work.

Summary

• Accessing the Document Tab
• Document Tab Layout
• Uploading a Document
• Managing Documents
• Permissions in the Document Tab
• Certificates in the Edit Property Page
• System Tasks Related to Certificates
• FAQs

Accessing the Document Tab

You can access the Document Tab within a property's detail page:

• Navigate to Lettings > Properties > select a property and enter its detail page by clicking on its address

• It appears before the Activities tab 

Document Tab Layout

The Document Tab includes:

• A search bar (search by document name)

• A "+" Upload button at top right (visible only to users with document management permissions)

• A list of all documents uploaded to this property, including documents added during property creation

Each document displays:

• Checkbox

• Document name

• File size

• Last updated date (e.g. 18 July 2025, 08:37)

• Compliance document details (shown only if the file is a certificate)

  • Certificate type

  • Expiry Date (Expired dates are highlighted)

• Document actions (based on permissions)

Documents are sorted by upload date (newest first).

Uploading a Document

Click "+" at top right or "Upload" on the centre while no document exists to upload a new document (permission required).

Upload Options

• File
• Dropbox
• Google Drive
• DocuSign

If uploading a compliance certificate

If you confirm the file is a certificate, additional fields appear:

Certificate Type (required)

Rating (optional)

You may choose the rating from A to G

Valid From / Expiry Date (required)

File Replacement

• If a file with the same name already exists, the system will rename the new file (e.g. a.pdf → a(1).pdf)

Managing Documents

Each document contains a set of actions. Availability depends on user permissions.

Single-Document Actions

• Update Certificate: Appears only for compliance documents. Allows editing of:

• Preview: Accessible to all users
• Rename
• Download
• Send Email: Send the document to one or more recipients.
• Delete
• Sync to Application: Displayed only when:

  • The property has applications, and

  • The user has permission

    You can choose:

    • An application

    • A folder within it

    Once completed, under the document you will see: Synced to application: #1234

    The ID is clickable and opens the relevant application detail page.

• Sync to Tenancy: Visible only when:

  • The property has an active tenancy (Lettings only)

  • The user is a property manager, negotiator, or company owner/admin

    You may select:

  • A tenancy

  • Tenancy document type

Multiple-Document Actions

When selecting multiple documents, you can:

• Download

• Delete

• Send Email

• Sync to Application (permission required)

• Sync to Tenancy (permission required)

Actions match the individual document actions.

Permissions in the Document Tab

Everyone Can:

• View the Document Tab

• See all documents

Only Company Owner/Admin, Negotiators, and Property Managers Can:

• Upload documents

• Update certificates

• Rename documents

• Delete documents

• Sync to application

• Sync to tenancy

These users are considered to have document management permissions.

Certificates in the Edit Property Page

To access the Edit Property Page, one way is navigating to the property's detail page and click the ... at top right, select Edit Property:

Certificate is in the Step 3 of the pipeline:

Only the latest certificate of each type appears. 

If a certificate is deleted:

• It is removed from both Edit Property and Documents Tab

The system does not automatically show older certificates when the latest is removed. 

Newly added certificates immediately appear in the Document Tab

System Tasks Related to Certificates

Certificate-related system tasks are shown only when:

• The certificate does not exist or is expired, and

• The property status is not one of the following:

  • Withdrawn

  • Let

FAQs

Q: Can a document be synced to multiple applications?

Yes.
All associated application IDs will appear, for example:
Synced to application: 101, 104

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.