Introduction

The Documents section on the tenancy detail page is a central place to store and manage all files related to a tenancy. This includes tenancy agreements, renewal documents, financial records, compliance certificates, condition reports, and formal notices. Keeping documents here ensures everything linked to the tenancy is easy to find and consistently organised.

You can access this section from Lettings > Tenancies > Tenancy Detail Page > Documents.

Summary

• Document List
• Adding Documents
• Documents Added from Other Tenancy Actions

Document list

All tenancy documents are displayed in a table with the following information:

The list shows 5 documents by default and supports pagination. You can choose to display 5, 10 or 20 documents per page.

Adding Documents

Click + Add New at top right corner to upload a document.

When uploading, you must:

• Select a Certificate type (single selection, required)

• Upload a file in one of the supported formats: PDF, DOC, DOCX, TXT, ODT, PNG, JPG

• Ensure the file size does not exceed 20 MB

Once uploaded, the document appears immediately in the list with its selected type.

Documents Added from Other Tenancy Actions

Documents uploaded during other tenancy workflows are automatically stored in this section:

• Creating or editing a tenancy

  • Any files uploaded while adding tenants (for example, Right to Rent documents) are saved here, with the document type defaulted to Compliance & Legal.

    

• Tenancy creation – Documents step

  • Files added during the dedicated Documents step are stored using the selected document type.

    

• Renewing a tenancy

  • For offline renewals, the signed agreement is uploaded and saved as a Tenancy Agreement.

  • For online renewals (such as DocuSign or PandaDoc), only the final signed document is stored, also categorised as Tenancy Agreement.

All these files appear in the same Documents list, alongside any manually uploaded documents.

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.