Uploading Documents | Elevate

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This article shows you how to add documents and photos to a parcel. You can upload files like agreements, reports, site pictures, or delivery images. This helps you manage your records. It also makes it easy to find all parcel information quickly. All data about a parcel will be stored and organized in one place.

Upload Documents to a Property

  1. Sign in to your site

  2. Go to Asset Management, expand Property Management, and select Search: Dashboard interface showing asset management and property management options to search.

  3. Search for the property: Search interface for property management, featuring an input field and filter options. The search field is highlighted.

  4. In the search results, locate the property and click on the Edit Record icon under Actions:Search results for a property showing details and actions. The edit record icon is highlighted.

  5. Click on Select File, located in the Property Location Information section: Form fields for property location information, including address, city, state, and zip code. The select file button is highlighted.

    • The file selector for your device will appear, and you can select the document you want to upload.

  6. Uploaded files will appear below the Select File and Camera icons: A file upload interface showing a selected document with download and delete options.

  7. You can use your device's camera to take and upload a photo. Click on the Camera icon. You may need to give permission to your device to move forward: Form fields for property, location information including address, city, state, and zip code. The camera icon is highlighted.

  8. Click Take Snapshot: A capture window displaying options to take or retake a snapshot. The take snapshot button is highlighted.

  9. Click Save Snapshot: A capture window with options to take or retake a snapshot and save it. The save snapshot button is highlighted.

  10. Uploaded photos will appear below the Select File and Camera icons: A file selection interface showing two documents with options to download or delete.

    • You have the option to add a description to your uploaded file or photo. Click on the toggle arrow icon to expand the description field: An uploaded file is displayed with options to delete or view. The toggle arrow is highlighted.

    • You have the option to download the file or photo. Click on the Download icon: An uploaded file is displayed with options to delete or view. The download icon is highlighted.

    • You have the option to delete the file or photo. Click on the red X: An uploaded file is displayed with options to delete or view. The red X is highlighted.

    • Below the description field, you can view the File Type and the Upload Date:A file upload interface showing document type and upload date information is clearly displayed.

  11. Click Update Record to save your changes: The update record button is highlighted.