Upload a file

A file in PropLink lives in one or more folders and on one or more linked records.

Upload from anywhere

Most pages have a file upload button:

• Site → Files → Upload for general site documents.
• Unit → Files → Upload for unit-specific documents (lease, EPC).
• Inside a record (work order, ticket, invoice) — drag and drop or click the paperclip icon.
• Drag and drop anywhere on a record page.

Pick a folder

When uploading from Files → Upload, PropLink asks which folder to file under. The dropdown shows the standard folders for the record's site or unit.

When uploading from inside a record (a work order, a ticket), PropLink picks the right folder automatically (compliance for a certificate, correspondence for a letter).

Set the file's metadata

Each upload prompts for:

• Title — defaults to the file name.
• Description — optional.
• Tags — for filtering and search.
• Expiry date — for documents with renewal dates (insurance, certificates).
• Visibility — staff only, or include in a folder visible to portals.

File size and types

PropLink accepts:

• Documents — PDF, DOCX, XLSX, PPTX, TXT, CSV, MD up to 200 MB.
• Images — JPG, PNG, HEIC, WEBP up to 50 MB.
• Videos — MP4, MOV up to 500 MB.
• Floor plans — DWG, GLB, USDZ up to 200 MB.
• Archives — ZIP up to 200 MB.

For larger files, contact PropLink support. The full list of supported formats is in Supported file types.

Versioning

Uploading a file with the same name as an existing file in the same folder offers two options:

• Replace — the new file becomes the current version. The old file is kept under version history.
• Keep both — the new file gets a numeric suffix.

See Document versioning.

After upload

Once uploaded, the file:

• Appears in the chosen folder.
• Appears on the linked record.
• Is full-text indexed for search (PDFs and Word documents).
• Counts towards your storage quota (effectively unlimited on standard plans).
• Is encrypted at rest by the platform.