Document management

Every document filed where you’ll look for it.

Agreements on the tenancy, certificates on the property, ID on the person: expiry-aware, permission-scoped and retained (or erased) on GDPR schedules you control.

Sheet 01 · What changes

The week, before and after

This is the interface your team lives in, annotated. The numbers below are the contract this module keeps, every property, every month.

expiry triggers renewal
GDPR clock running
audit trail complete

The property file: agreements, certificates and inventories, all versioned and expiry-aware.

0documents living only in someone’s inbox or a shared drive folder
100%of expiring documents (certs, ID, licences) on a tracked renewal cycle
GDPRretention and erasure schedules applied automatically, with an audit log
Sheet 02 · What’s inside

How document management works day to day

01

Filed against the right record

Documents attach to the entity they describe.

  • Tenancy agreements and renewals on the tenancy
  • Certificates and licences on the property
  • Right-to-rent and referencing evidence on the person
  • Statements and invoices on the ledger entry
02

Governed, not just stored

Storage is trivial; governance is the feature.

  • Expiry awareness: a document can trigger a renewal workflow
  • Portal sharing with per-audience scoping (landlord vs tenant)
  • GDPR retention schedules with automated, logged erasure
  • Full audit trail: who uploaded, viewed or shared, and when
Sheet 03 · Questions

Asked before every trial

How does GDPR retention work?

Each document category carries a retention schedule. When a tenancy ends, the clock starts; when it lapses, personal data is erased automatically and the erasure is logged, giving you evidence for your ICO accountability duty.

Can tenants and landlords see documents?

Only what is shared to their portal, scoped per audience: a landlord sees certificates and statements for their properties; a tenant sees their agreement and their own documents. Nothing leaks across.

What file types are supported?

PDFs, images (photos of meters, inventories, completed works), and office documents, with size limits suited to full inventories and floor plans.

See it on your own portfolio.

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