Guide

How to organize property documents

The next audit, insurance claim, or dispute will ask for a document. It shouldn't require an email search.

Overview

The next audit, insurance claim, or dispute will ask for a document. It shouldn't require an email search.

Checklist

  • Attach every document to the property, unit, or lease.
  • Version leases and addenda.
  • Retain per your state's schedule (typically 4–7 years).
  • Grant staff access by role, not by shared folder.
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