Manage documents — Documenti

Under Documenti → Gestisci you upload files for your properties (contracts, energy certificates, land register extracts, photos and more) and find them again with search and filters. The page has two areas: the upload at the top and the list Documenti salvati below it.

Manage documents: upload area and list of saved documents

Upload a document

In the Caricare i documenti area, click Scegliere il file and pick the file. Allowed are PDF, Word (DOC, DOCX), JPG and PNG.
Under Tipo di documento, choose the category. There are more than thirty types, for example purchase contract, rental contract, energy certificate, land register extract or photo.
Under Quale proprietà?, choose the property the file belongs to.
Click Carica documento.

The button only becomes active once a file and a document type are chosen. After the upload a confirmation appears at the top of the page and the document is in the list.

If you choose Tutte le proprietà or pick no property, the document is saved without a property and shows as Non assegnato in the list. The property filter will not find it.

Find documents

The list shows file name, type, property and date for each document. It shows 20 documents per page; use the paging below the table. Above the table you see how many documents were found.

Search field (Ricerca documenti...): filters by file name or document type.
Dropdown Tutti i tipi di documenti: shows one document type only.
Dropdown Tutte le proprietà: shows the documents of one property only.
Sorting: Prima il più recente, Prima il più vecchio, Nome (A-Z), Nome (Z-A) or Per tipo.

Download, correct, delete

Every row has actions in the last column.

Scarica: saves the file to your device. If the page says the file is no longer available, refresh the page and try again.
Modifica: type and property turn into dropdowns in the row. Change the value and click Salva (or Annulla). Choose Non assegnato to remove the link to a property. This corrects a wrong assignment without uploading again.
Elimina: removes the document after a confirmation prompt. This cannot be undone.

Generate new documents

Reports, tax forms and rental contracts are not created here but with the Creare documenti button at the top of the page. See the guide for Documenti → Crea.