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Tenant portal
Documents that have a PDF are shown to tenants in the portal automatically. There is no separate Documents tab on the property. You add some files on the tenancy; others are linked from licences, certificates, and inspections.
1. What tenants see
In the tenant portal, documents are grouped as tenancy documents, property documents, certificates, and inspections. Only rows with a stored PDF appear in that list.
- Uploading or replacing a PDF can notify tenants. Removing a file does not send a notification.
2. Automatically linked
These appear in the portal when the matching record has a PDF.
In the app
- Properties
- Open the property
- Licences
- Properties
- Open the property
- Certificates
- Tenancies
- Open the tenancy
- Inspections
- Property licences: Mandatory HMO Licence, Additional Licence, or Selective Licence. How to add them is in HMO and rental licences.
- Current certificates with a PDF, using the type name you track — for example Gas (CP12) or Electric (EICR). Expired or voided certificates are not listed.
- Tenancy inspections with a PDF: Original Inventory / Check-in, or Inspection Report.
- The linked EPC rating is shown on property information, with a link to the GOV.UK register. It is not a PDF in the documents list.
3. Documents you add
Upload these on the tenancy Tenant Portal tab. PDFs only, up to 10 MB.
In the app
- Tenancies
- Open the tenancy
- Tenant Portal
- Signed Tenancy Agreement (recommended)
- Signed Addendum (optional)
- Deposit Certificate/Prescribed Information
- Deposit Protection Scheme Information
- Moving In Checklist
4. Property key information
The property Tenant Portal tab is text tenants read as property information — heating, meters, council, fire safety, and similar. It is not where you upload PDFs.
In the app
- Properties
- Open the property
- Tenant Portal
- On an HMO, licences, certificates, and this key information are shared from the primary room. Set them once for the whole HMO.