Documents, images, and webcam snapshots can be captured and stored in a tenant profile from multiple locations in your software.
✅ You can upload PDF, JPEG, tif, and PNG file types with a maximum size of 10MB.
Uploading Files at Move-In
You may upload an image or a PDF document saved on your computer during the last step of the move-in process:
Begin a normal Move-in.
Complete the move-in, as usual, and proceed to the final Success screen.
In the bottom right corner, locate the Uploads section.
Select Choose File to open your computer's file browser.
Locate the image or PDF file you wish to store in this tenant's records and press. Acceptable file types are PDF, JPEG, tif, PNG - 10MB max.
You may only upload one file at a time. Click the red x to select a different file.
Click the Select File Type dropdown to designate a file type: Driver’s License, Lease Agreement, Miscellaneous, Property Damage, Tenant ID, Unit Damage, Vehicle.
Click Upload.
If you wish to add more files, select Choose File and repeat the steps.
All uploaded files can be viewed in the Documents tab of the tenant's profile.
Uploading files from a tenant profile
You may upload an image or a PDF document saved on your computer to a tenant profile at any time:
To access a tenant profile, enter the tenant's name in the top-left search bar or click the tenant's name from anywhere in the system.
Click the Upload button in the top left under the tenant's name.
Select Choose File to open your computer's file browser.
Locate the image or file (PDF, JPEG, tif, or PNG - 10MB max) you wish to store in this tenant's records and press.
Click the Select File Type dropdown to designate a file type: Driver’s License, Lease Agreement, Miscellaneous, Property Damage, Tenant ID, Unit Damage, Vehicle.
Click Upload.
Once the upload is complete, you will get a confirmation message. Click the Documents text link to view the newly uploaded file in your Documents tab.
All uploaded files can be viewed in the Documents tab of the tenant's profile.
Capturing webcam images from a tenant profile
You may capture an image via any Windows tablet or device with a webcam from a tenant profile at any time:
To access a tenant profile, enter the tenant's name in the top-left search bar or click the tenant's name from anywhere in the system.
Click the Webcam Photo button in the top left under the tenant's name.
Click the Select File Type dropdown to designate a file type: Driver’s License, Lease Agreement, Miscellaneous, Property Damage, Tenant ID, Unit Damage, Vehicle.
Frame the image you would like to capture in the preview window and then press the camera button to snap the picture. The camera button will change to an undo button to retake your picture if needed.
When you're happy with the image you've captured, click the Upload button.
Once the upload is complete, you will get a confirmation message. Click the Documents text link to view the newly uploaded file in your Documents tab.
All uploaded files can be viewed in the "Documents" tab of the tenant's profile.
View and Delete Uploaded Files
All images are viewable and removable from the tenant's profile.
To access a tenant profile, enter the tenant's name in the top left search bar, or click the tenant's name from anywhere in the system.
Click the Documents tab found along the top right of their profile.
All uploaded files will be displayed just below the gray search and filter bar.
The images section will be hidden until a file has been uploaded. To upload your first image, select the Upload or Webcam Photo button in the top right under the tenant's name.
From the file preview, you can select a primary image, add a note, delete the file, or click the blue filename text link to view or print a larger version. Simply click the Set as Primary, Add Note, and Delete buttons.
Designating a primary image from a tenant profile
You may set a primary image from a tenant profile at any time to display a profile picture in the top left corner of the tenant's profile next to their name:
To access a tenant profile, enter the tenant's name in the top-left search bar or click the tenant's name from anywhere in the system.
Click the Documents tab found along the top right of their profile.
All uploaded files will be displayed just below the gray search and filter bar.
The images section will be hidden until a file has been uploaded. To upload your first image, select the Upload or Webcam Photo button in the top right under the tenant's name.
Click the Set as Primary button for the uploaded file of your choice.
Once the action is complete, the page will reload to display the new primary image in the top-left corner, near the tenant's name.
You may change the primary image at any time by clicking the Remove Primary button shown below the primary image, or by clicking "Set as Primary" on a new image of your choice.
If a tenant's uploaded file displays as scrambled characters rather than an image, the file likely lacks a proper extension (e.g., .jpg or .png). To fix this:
1. Locate the original image file on your computer.
2. Right-click the file and select Save As.
3. Manually add .jpg or .png to the end of the file name (e.g., driver-license.jpg).
4. Re-upload the newly named file to the tenant's account.