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File Management

With unlimited file storage and full version control, Dottid can be your single source of truth for file organization and management.

Dottid Support Team avatar
Written by Dottid Support Team
Updated over a year ago

To Add a File to a Deal

1. Navigate to a Deal from the Deals page on the left-side navigation.

2. Click the Files tab, located on the top toolbar menu to view all the files associated with the deal. To upload files, click the Upload button.

3. From here, either click or drag and drop files directly into the box. Then, click Upload.


To Add a File to a Property

1. Navigate to a Property from the Properties page on the left-side navigation.

2. Click Files, located on the top toolbar menu to view all the files associated with the Property. To upload files, click the Upload button.

3. From here, either click or drag and drop files directly into the box. Then, click Upload.


To Delete a File

1. Click ⋮ (three vertical dots) on the right side of the listed file. Then, click Delete File.

2. You can also delete multiple files by clicking the checkbox on the left side of the listed file. Then, click the Delete button to the right of the screen.

3. Confirm your delete selection by clicking Delete.


To Download a File

1. Click on an existing file to open a preview of your file. To download your file, click the three dots and select download file.

2. You can also download your file while previewing it by clicking the download icon in the top right-hand corner.


To Create a Folder

1. To Create a Folder, click the + Folder button, name your Folder, and click Add. You can drag and drop any files already in Dottid into the folder or save new files within the folder.


To Delete a Folder

1. To delete a folder, click the ⋮ (three vertical dots) and click Delete Folder.


PRO TIP

You cannot delete a folder if there are files within the folder.


How to Create a Support Ticket

If support is needed for anything, please submit a support ticket. Include a brief note about the issue(s) and Select the Checkbox to Authorize Dottid Support to edit your Properties for 7 Days and click Submit.

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