The Documents tab

Open a property and choose Documents. It holds every file for that property in one place, and reads the key details out of each one. A building's Documents tab works the same way.

File a document

Drop a file onto Build your property handbook. We file it and read its dates, people and terms.

• Not sure what a file is? A bar reads, for example, 1 document waiting to be confirmed. Select Confirm to check what we read. Until then it doesn't count towards your compliance.
• A gas or electrical certificate also updates the Compliance tab with its expiry date.

Find a file

Select My documents at the top right, then Review and share my documents. Create document or notice, in the same menu, makes a new one. See Creating a document or notice.

The Documents window lists every file under Tenancy, Compliance, Notices, Property & finance and Templates. The Find a document box on the tab searches them all.

📱 Mobile screenshot coming soon

Share a file with your tenant

1. In the Documents window, switch on Share with tenant beside the file.
2. Untick anyone on the tenancy who shouldn't see it.
3. Select Share with tenant.

📱 Mobile screenshot coming soon

Each person is emailed a link. Anyone not on Abodient yet is marked Not on Abodient yet and gets an invite instead. To take a file back, switch it off again. See The tenant portal for what your tenant sees.

Good to know

• Notices are served, not shared, so they have Review & serve instead of the switch.
• A tenant with no email shows + Add email in the list. + Add tenant adds someone new to the tenancy as you share.
• On a shop or office the switch reads Share with occupier.
• Property Details, further down the tab, shows what we know about the property: address, tenure, energy rating and the answers that decide which certificates it needs.

If something's not right

• Filed under the wrong heading? Move it. Nothing depends on where it landed.
• A detail read wrongly? Open the file and correct it. The app uses the value, not the file.
• Your tenant can't see a file? It isn't shared yet. Switch on Share with tenant.