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Document Management
Video walkthrough coming soon.

Overview

Keep all your building documents organised, searchable, and accessible to authorised users. Our intelligent document management ensures compliance documents never expire unnoticed.

Document Categories

Annual accounts, budgets, bank statements, audit reports
Buildings insurance, directors’ liability, certificates
Service contracts, warranties, inspection reports
Meeting minutes, AGM documents, correspondence

Features

Intelligent Scanning

Upload leases and the system will automatically:
  • Extract key dates and obligations
  • Identify unusual clauses
  • Map responsibilities to building modules
  • Create plain-English summaries

Version Control

Track document versions over time. Never lose an important update.

Access Control

Control who can view, edit, or download each document category.

Compliance Tracking

Set expiry dates for certificates and receive automatic reminders before they lapse:
Buildings insurance renewal alerts (30, 14, 7 days)
Fire risk assessment due date tracking
Gas safety certificate reminders
EICR certificate monitoring
Lift inspection compliance

Permissions

Document TypeDirectorsLeaseholdersManagement Company
Legal (Leases)View/EditViewView
Financial (Accounts)View/EditViewView/Edit
InsuranceView/EditViewView/Edit
Meeting MinutesView/EditViewView
Compliance CertsView/EditView/Edit
Leaseholders can request access to restricted documents through the platform. Directors receive a notification to approve or deny.