Overview
There are several ways to send documents or files to a tenant in DoorLoop. These methods let you send any document or file, such as a copy of their lease documents, statements, receipts, invoices, and more.
Note: Sending announcements is not available on Starter Plans. Please consider upgrading to a higher subscription plan tier if you want more features.
The Steps
Method 1: Send a document or file as an announcement
To send a document or file to a tenant as an announcement, click Create New at the top of the main menu. then under the Communications section, click Announcement.
On the New Announcement setup, under "Send messages to many recipients at once or to specific people," select Tenants. Then select Individual Tenants as the Recipient Type. After, use the "Select Tenants to Message" field to select the tenant you want to send a file or document too. Next, select either Email, Tenant Portal, or both.
Enter a Subject and the Announcement Content. Then use the Paper Clip icon to attach your files and documents.
Click Send when you are done.
Your tenant should now see the announcement on their tenant portal or receive an email. They'll be able to see the attached document and click on it to view and download it.
Method 2: Send a document or file attached to a transaction on the lease
You can also attach a document or file to a transaction on a lease. This includes charges, payments, and credits. Using this method, you could attach receipts, invoices, statements, etc. You can add files to new transactions or old transactions.
To attach a file to a lease transaction, click Leasing > Leases on the main menu.
Find and click on the Lease you want to attach a file to.
On the lease, click the Transactions tab.
Find and click on the transaction you want to share a file attachment to.
On the transaction window, add any relevant files by dragging the file into the window or using the Click Here link to upload. Then click the "Share files with the tenants" option.
Click Save to finish.
Once shared, the tenant can log into their tenant portal, click the Payments tab, and click the paperclip icon next to the transaction to download and view the attached file.
Method 3: Share a File With a Tenant on Their Tenant Portal (Recommended)
You can also share a file directly with the tenant on their portal in a dedicated Files section. To do so, follow the instructions here: Share a File with a Tenant or an Owner. These files will be accessible all the time on their portal and aren't limited like they are if you were to send them as announcements to their portal.
Method 4: Automatically send receipts, statements, and invoices to your tenants
If you want to automatically send receipts, statements, and invoices to your tenants each month, you can with a few simple settings. Please read the following article for detailed instructions on how to set this up: Automatically Send Receipts, Statements, and Invoices to Tenants.
Once sent, files and documents are accessible to the tenant based on the method used — either in their announcement feed, attached to a lease transaction, or in their dedicated Files section on the tenant portal.