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How do I add a document?

Smovin lets you store your documents (contracts, inventories of fixtures, EPC certificates, insurance, ID documents…) directly on the relevant entity, so you can find them easily.

Written by Pauline Marchand

You can attach a document to four types of entities:

  • a contract

  • a building

  • a unit

  • a person (tenant, owner, guarantor, service provider)

The entity you choose determines where the document is filed. To understand which document goes where, see How do I organise my documents?
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Steps

  1. Open the relevant entity:

    • Contract: Contracts menu, then click the contract.

    • Building or unit: Properties menu, then click the building (and, if needed, the unit inside it).

    • Person: Address book menu, then click the contact.

  2. On the entity's page, click the Documents tab.

  3. Click Add a document.

  4. Add the file: drag it into the drop area, or click Select a file (maximum size: 20 MB).

  5. Choose a Category. If none fits, choose Other.

  6. If you wish, give the document a Title (optional) and adjust the Date.

  7. Click Add.

The document is then saved on the entity and accessible from its Documents tab.

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