When documents are required
Documents are needed in two contexts:- During deal creation: A sworn affidavit is required before you can submit a deal. You may also upload additional supporting property documents (such as a title deed or survey plan) at that stage. These files are automatically linked to the deal.
- Standalone uploads: You can upload documents to your library independently of any deal — for example, to store frequently used templates or reference files for future transactions.
Uploading a document
Select your file
Click Choose File (or drag and drop your file into the upload area) and select the document from your device.
Add document metadata
Enter a document name and select the document type if prompted. Clear, descriptive names make it easier to find documents later.
Searching your document library
Use the search bar at the top of the Documents page to filter documents by name or reference number. Type any part of the document name and the list updates in real time. This is especially useful when your library contains documents across multiple deals.Downloading a document
To download a document from your library:- Open the Documents page from the sidebar.
- Locate the document you want — use the search bar if needed.
- Click on the document to open its detail view.
- Click Download. The file downloads to your device.
Documents uploaded during deal creation are automatically linked to that deal. You can view them from both the Documents library and the deal’s detail page. Avoid removing documents linked to an active or approved deal — contact support before deleting any such file.