Upload documents against a record

Whilst Elevate has the ability to generate certain documents automatically, it is also possible to upload existing documents to store against the entity they relate to, e.g. a landlord, tenant or even a property. 

Most records have a Documents menu, and clicking View Documents shows a list of all files currently stored against this record. 

Click Upload to show the upload form, where you may provide a label or title and select the document via the file selector. 

Only PDF or Microsoft Word documents may be uploaded.