Uploading Documents

Get your property documents into Real Estate Ledger. Here's everything you need to know about uploading files.

Written By Javin Towers

Last updated 5 days ago

Supported Files

  • PDF files (.pdf) -- Contracts, reports, and multi-page documents
  • Images (.jpg, .jpeg, .png, .gif, .webp) -- Receipts, photos, and scans
  • CAD files (.dwg) -- Architectural and engineering drawings

Maximum file size: 50 MB per file. Maximum files per upload: 20 files at once.

How to Upload

From the Dashboard

  1. Click Upload document
  2. A dialog opens with a file upload area
  3. Drag and drop files onto the area, or click to browse your computer
  4. Files begin uploading immediately

From a Property Page

  1. Open the property where you want to add documents
  2. Click Upload Documents in the header
  3. Drag and drop or browse for files
  4. Documents automatically associate with this property

Each file uploads independently with its own progress indicator. You can select multiple files by holding Ctrl (Windows) or Cmd (Mac) while clicking.

What Happens After Upload

  1. Files go to Document Staging for review
  2. The AI analyzes each document and suggests a category and document type
  3. A notification appears on your Dashboard
  4. You review and approve before documents are finalized

Documents stay in staging until you review them. Nothing is lost if you don't review right away.

Replacing an Existing Document

When you have an updated version of a document -- like a renewed warranty or revised inspection report -- you can replace the original while keeping its full version history.

During Staging Review

  1. Open a document in staging for review
  2. Expand the Update Existing Document section near the top of the review form
  3. Search for the original document by name and select it
  4. The form fills in the original document's details automatically
  5. Click Complete Review

The new file becomes the latest version, and the original becomes a previous version you can still access.

From the Document Actions Menu

  1. Find the document in your library
  2. Click the three-dot menu on the document
  3. Select Upload New Version
  4. Drag and drop or browse for the replacement file
  5. Click Upload New Version to confirm

All metadata carries over, previous versions are preserved, and you can view or download them from the document detail page.

Warning: Don't close your browser while uploads are in progress. You'll see a warning if you try to leave.

Troubleshooting

  • File won't upload -- Check the file size (must be under 50 MB) and verify the file type is supported
  • Upload is slow -- Large files take longer on slower connections. Try uploading fewer files at once.
  • "Extension not allowed" error -- Convert to PDF or a supported image format

Good to know:

  • Uploaded documents are automatically backed up
  • Original file names are preserved
  • You need the Edit Documents permission to upload new versions of existing documents

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