Document Storage Overview with Landlord Studio
With Landlord Studio you can store all of your essential property-related documents securely in our cloud server so that they're always organized and easily accessible from any device at any time.
This feature is great for keeping track of leases, safety and inspection reports, and more.
What is a document?
The term document includes all supporting documentation relating to your properties that you might want to upload to the Landlord Studio such as leases or tenancy agreements, receipts, safety certificates, the “How to Rent Guide”, property surveys, deeds, etc.
How to upload documents
You can easily upload documents to your account from any device.
On iOS, you’ll first need to import the documents and then you can link to the relevant property
On desktop, simply navigate to the relevant property and select “Add Documents”.
You’ll then be able to choose a file from your device and upload it under either ”Property Documents” or “Lease Documents”.
How to upload receipts
Navigate to the relevant property, create a new expense (or select an existing expense).
On mobile, tap on the camera icon in the top right-hand corner. You will have the option to take a new photo or select an existing file from your device.
On desktop select a file to upload.
Hit save when you’re done.
Can you upload documents from cloud storage?
Yes. You can also choose to upload documents from cloud storage.
How to share documents from the app
You can share documents with your tenants from the mobile app.
Navigate to the relevant property and select and open the document you’d like to share. Then simply select the share icon to create a new email with the document as an attachment.
How are documents organized? / How to find old documents?
One of the main advantages of using Landlord Studio for storing your documents is our cloud storage means your documents are accessible from any device at any time, and they’re properly organized and easy to find when you need them
Upload lease and tenancy documents to a property. Then you can navigate to the relevant property to review the lease at any time. Though documents are organized by upload date we recommend having the start and end date of the lease in the document name to make it easier to identify.
Other documents, such as safety certificates, deeds, or surveys are kept separate from leases/ tenancy agreements but are again stored against the property or your organization. Do you want to find your EPC for property A? Simply, open the app, navigate to the property, open documents, and view or download the document.
Receipts are attached to the relevant expense, so you can simply search your expenses, and open up the supporting document should you need it.
Restrictions and limits to document storage
Included in our free GO plan is storage space for up to 10 documents. Going over this limit will mean you need to upgrade your plan. If you have, more than 10 documents uploaded to the system and wish to downgrade to the free plan you will need to first ensure the extra documents are deleted.
There are no document restrictions for PRO users.
Can you sync receipts to Xero?
Yes. If you’re using our Xero integration you can seamlessly sync all uploaded receipt documents to your Xero account. Go to the Xero tab in the menu and select Settings. Here you have some additional options. Make sure the sync receipts option is toggled on.
How to delete documents
In order to stay under the 10-document limit and remain on the free plan you may need to delete documents occasionally from the system.
In order to delete a property document, navigate to the relevant property and scroll to the documents section (if you're on desktop) or select the tab for documents on mobile. Click on the document to view it and you'll see an option to "delete". Confirm you want to delete it.
In order to delete a receipt document, navigate to the relevant property, and then to the expenses section. You can use the search function to locate the relevant expense, or simply scroll through the inputted expenses.
select the expense with the receipt attached and click on the "X". Confirm you want to delete the document.