Overview
The Documents workspace is the shared repository for the records that support building operations. It is designed to keep legal, financial, insurance, maintenance, and admin files easy to find without scattering them across inboxes and drives.Core document categories
| Category | Typical examples |
|---|---|
| Legal Documents | Leases, notices, legal correspondence, statutory records |
| Financial | Accounts, budgets, service-charge records, financial reports |
| Insurance | Policies, certificates, claims, renewals |
| Maintenance | Contracts, inspection reports, repair documentation |
| Admin | Meeting minutes, correspondence, governance records |
What users can do in the current product
Upload and organise
Add new files, place them in the right category, and apply tags or metadata that make later search easier.
Preview and download
Open a document from the repository instead of asking users to download everything first.
Search and filter
Narrow the list by search term, category, tags, or custom category so important records stay easy to find.
Rename, retag, and tidy up
Keep the repository readable as the building grows instead of treating upload as a one-way archive.
Why documents matter across the product
Meetings and voting
Meetings and voting
Agenda packs, notices, minutes, and supporting files are easier to trust when they live with the building record.
Finance
Finance
Budgets, accounts, invoices, and Section 20 support files are more useful when the document repository stays up to date.
Issues and maintenance
Issues and maintenance
Inspection reports, warranties, certificates, and supplier paperwork all become easier to reuse when stored centrally.
Public-facing guidance
Create a filing habit early
The repository is most valuable when teams upload core records as they work, not months later.
Use meaningful categories and tags
Search only works well when uploads are organised consistently.
Think about resident readability
A resident looking for insurance or accounts should not need internal knowledge to find them.
Treat documents as shared context
Link related meetings, finance workflows, and issue records back to the relevant files where possible.