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Your Building Documents

All your building’s records are stored in one secure, searchable place. This means no more searching through emails or asking the managing agent for copies.

What you can access

Legal documents

Leases, deeds, notices, and legal correspondence

Financial records

Annual accounts, budgets, service charge breakdowns, and major works notices

Insurance

Building insurance policies, certificates, and claims records

Meeting minutes

AGM minutes, board meeting records, and agendas

Maintenance records

Inspection reports, certificates, warranties, and repair documentation

General admin

Correspondence, governance records, and other building files

How to find documents

1

Go to Documents

Click Documents from your sidebar or use the quick action on your dashboard.
2

Browse by category

Documents are grouped into categories: Legal, Financial, Insurance, Maintenance, and Admin.
3

Search

Use the search bar to find a specific document by name or keyword.
4

Preview or download

Tap any document to preview it, or download a copy if you need one offline.

Understand a document with AI

Where enabled for your building, you can click Analyse on a document to get an instant AI summary — the key parties, dates, financial terms, and clauses — plus an Ask Questions chat where you can ask things like “Who is responsible for window repairs?” in plain English. See the Document Analyser guide for more.

What homeowners cannot do

Homeowners can view and download documents but cannot upload, delete, or rename them. If a document is missing or incorrect, report it through the Issues area or contact your director or management company.

Tips

Check documents after meetings

Minutes and agendas are usually uploaded shortly after AGMs and board meetings

Review insurance annually

Insurance certificates are renewed yearly — make sure the latest copy is in the repository