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Adding, Deleting, and Viewing Files
Adding, Deleting, and Viewing Files
How to add and change Files in DoorLoop
Samuel Huang avatar
Written by Samuel Huang
Updated over a week ago


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. You can also add files to tasks and work orders to keep track visually of any work done. 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.

Access All Your Files in One Place

DoorLoop has the ability to view all your files in one place now instead of viewing them where you had uploaded them at. To access the new Files section, on the main menu, just click Files. You'll now get an overview of all the files you've ever uploaded, what they're related to, who created them, and on what date.

You are able to click on each file and it'll bring you to a File Info popup. From here you can download the file to view, edit the File Name, add or edit the Description and tags, and also click on what the file is related to. So for instance, if the file is related to a lease, click it and it'll take you to the lease.

The Files button on the main menu makes searching for files much easier now, no matter where they are. You can also use the handy filters function too in order to narrow down the parameters to get to what you're looking for, quicker.

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