Overview

For most things in DoorLoop, you can add Files to refer to later. For example, you might add signed leases as files to your leases in DoorLoop to keep all your information in one place. Whether it's for a tenant, lease, prospect, owner, vendor, or task, whatever you need to keep information for, adding files might help you.

The Steps

Although getting to the object you want to add files for in DoorLoop will be different depending on what you are trying to find, adding and deleting files is the same for everything.

Step 1

Find the object you want to add a file for in DoorLoop and click on it.

For example, if you are adding a file to a Lease, go to Leasing < Active Leases and click on the lease you want.

Step 2

Click on the Files tab and then click the Click here link or drag files into the box with the dashed outline to upload a file.

Step 3 - Edit or Delete a File

  • If you want to change a file name or add a description, find it on the Files tab.

    • If needed, you can filter the files by the date created and who created the note, or use the search bar.

  • Click on the three vertical dots icon in the upper right corner of the note and choose Edit File.

    • If you actually want to delete the file, choose Delete.

  • If needed, you can view or download the file by clicking on the download icon to the right of the File Name.

  • Make the changes you need to make, then click Save.

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