Documents
Learn how to upload, organise, view, share and request property documents while controlling tenant visibility and monitoring the storage available within your Estavo account.
Upload a property document
Start by uploading a document, selecting its property or tenancy connection and adding a clear title, category and visibility setting.
Manage property records securely
Use these guides to maintain organised property files, control document access and request missing records from tenants.
Upload a document
Add a file, title, category, property connection and visibility setting.
› 02Organise document categories
Categorise tenancy, compliance, maintenance, financial and general property files.
› 03Manage document visibility
Control whether a file is private, internally visible or available through the Tenant Portal.
› 04Share a document
Share an appropriate file with a tenant or authorised recipient and retain a communication record.
› 05Request a document from a tenant
Create a document request, set a due date and monitor the tenant’s response.
› 06Review a tenant-uploaded document
Open the submitted file, confirm its relevance and accept, replace or request another version.
› 07Replace or update a document
Add a newer version while retaining useful information about the previous file.
› 08View or download a document
Open a stored file, confirm its details and download it where required.
› 09Archive or delete a document
Remove obsolete files from active views and delete only records that should no longer be retained.
› 10Manage document storage
Review storage usage, remove unnecessary files and add more storage through the Marketplace.
›Follow the document workflow
A clear document workflow keeps each file connected to the correct property, tenancy, tenant or operational record.
Upload
Add the file and confirm it opens correctly.
Connect
Link it to the correct property, tenancy or record.
Categorise
Apply a clear title, category and document date.
Control access
Confirm whether the file is private or tenant-visible.
Review
Replace, archive or remove files when appropriate.
Monitor your document storage
Estavo accounts include document storage. Additional storage can be added through the Marketplace inside the system.
Included and additional storage
Your account includes 500 MB of document storage. Review usage regularly, remove unnecessary duplicates and use Marketplace storage add-ons where more capacity is required.
Keep documents organised and accessible
Use clear connections, categories and visibility settings to reduce misplaced or incorrectly shared files.
Property connection
Link each document to the property or operational record it supports.
Clear categories
Group tenancy, compliance, maintenance and financial documents consistently.
Visibility controls
Decide whether a document remains private or is visible through the Tenant Portal.
Document requests
Ask tenants to upload required files and monitor the request status.
Updated versions
Replace outdated files while retaining useful context about the earlier version.
Secure downloads
View and download documents only where access is appropriate and authorised.
Review documents before relying on them
Estavo stores and organises uploaded documents. It does not independently verify whether a file is complete, accurate, legally valid, correctly signed or suitable for a particular purpose. Review important records and obtain professional advice where required.
Need help with documents or storage?
Review the frequently asked questions or contact Estavo support if a file will not upload, cannot be viewed, is linked incorrectly or your available storage is running low.