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Upload & Organize Documents

documents, document hub, folders, upload documents, account documents, business documents, tenant documents, unit documents, property documents, organize files, share documents

Written by Riz

We've made it easier to find, store, and organize the documents you rely on to run your rental business. 🎉

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Documents Hub

The Documents Hub gives you one place to view and search every document you've uploaded to RentRedi.

From the Documents Hub, you can:

  • Search documents by title, property, or unit

  • View all uploaded documents in one searchable list

  • Upload account-level business documents

  • Find older documents without changing filters

Note: The Documents Hub displays all documents in a single searchable list. Folders are not currently available in the Documents Hub.

Upload Business Documents

Business documents are files that apply to your account instead of a specific property, unit, or tenant. Common examples include:

  • LLC formation documents

  • Operating agreements

  • Insurance certificates

  • Business licenses

  • EIN letters

  • Tax documents

To upload a business document:

  1. Go to the Properties & Units.

  2. Click Documents.

  3. Click Upload File.

    1. Drag & drop or click to upload your file in the pop-up.

  4. Select your document.

Done! ✅ Your document will be stored at the account level and remain available from the Documents Hub.

Note: Business documents are private and cannot be shared with tenants.

Organize Documents with Folders

Folders help keep unit and tenant documents organized by grouping related files together. Instead of scrolling through one long list, you can organize documents into folders that make them easier to find.

Create a Folder

Folders can be created from both Unit Documents and Tenant Documents.

Unit Documents

  1. Go to Properties & Units.

  2. Select Units ➜ Find and select the unit where you want to create a folder.

  3. Click Documents.

  4. Click New Folder ➜ Set a name for your Folder ➜ Click Create Folder.

Tenant Documents

  1. Go to Tenants.

  2. Find and select the tenant where you want to create a folder.

  3. Click Documents.

  4. Click New Folder ➜ Set a name for your Folder ➜ Click Create Folder.

Move Documents into a Folder

  1. Whether you're in a Unit or Tenant documents page, locate the document.

  2. Click the ⋮ (More Options) menu.

  3. Select Move.

  4. Choose the folder.

Notes:

  • You can move documents between folders or back to the main document list at any time.

  • Creating folders doesn't change how your documents work. You can still open, rename, export, delete, and share documents as usual.

  • If a document needs a tenant's electronic signature, upload it to the Tenant Documents page.

View Older Documents

Older uploaded documents now appear automatically, so you no longer need to adjust filters to find them. We've also improved the mobile experience with a cleaner document layout.

Choose Where to Upload Documents

Uploading documents to the correct location makes them easier to find later.

Upload this...

To...

LLC documents, insurance certificates, licenses, tax documents, and other business records

Documents Hub

Inspection reports, warranties, receipts, lease templates, and other unit-specific files

Unit Documents

Leases, notices, utility bills, and other tenant-related documents

Tenant Documents

Document Permissions

Document visibility depends on where the file is uploaded.

  • Business documents are visible only to you and your teammates.

  • Unit documents are visible only to you and your teammates.

  • Tenant documents are only visible to tenants if you choose to request a document to be signed or share it with them.

Note: Moving documents into folders does not change document permissions.

We hope this makes it simpler to manage all the documentation that keeps your business running. Let us know what you think using this feedback survey!


Need Help?💬

Contact us! RentRedi Chat Support is available 24/7! Access our Live Chat via the chat bubble in the bottom right corner of the RentRedi dashboard.

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