Documents: Property Files and Reference Documents
The Documents view is where you store leases, contracts, permits, receipts, and any other reference files for your properties — organized by property so you can find the right document when you need it.
Navigate to Documents from the sidebar, or access property-specific documents from Portfolio → [property] → Documents tab.
What to Store in Documents
| Document type | Examples |
|---|---|
| Leases | Tenant lease agreements, vacation rental contracts |
| Insurance | Policy declarations pages, certificate of insurance |
| Permits | Short-term rental permits, building permits, inspection reports |
| Contracts | Service agreements, property management contracts, HOA docs |
| Receipts | Major repair invoices, appliance purchases |
| Legal | Deed, title report, survey |
| Other | Anything else you need to reference for a property |
Filtering by Property
If you manage multiple properties, the Documents view shows a property filter dropdown at the top. Select a specific property to see only that property’s documents. Select “All properties” to see everything.
The same documents appear in the Documents tab within each property’s detail page (Portfolio → [property] → Documents).
Uploading a Document
Click the upload button, select your file, and optionally:
- Add a name/label
- Select the property it belongs to
Files are stored in S3-compatible storage with access URLs that expire in 15 minutes. Documents are never publicly accessible via a static URL.
For document links on contact cards (contractor COIs, licenses), use the Document link field on the contact — paste a publicly accessible URL (Google Drive, Dropbox share link, etc.). Those aren’t stored in Estavo’s document system; they’re reference links.
Frequently Asked Questions
Can I attach receipts to specific transactions?
Yes — the transaction form has a receipt attachment field. Receipts attached to transactions appear in the transaction detail but are also accessible from the Documents view filtered by that property.
Are documents backed up?
Documents are stored in S3-compatible object storage (Supabase Storage or Cloudflare R2 depending on your deployment). They are separate from your database and are not affected by database resets or plan changes.
Is there a file size limit?
Individual file uploads are limited to reasonable sizes for document files (PDFs, images). Very large files (video, large CAD drawings) should be stored externally and linked via a URL instead.
What happens to my documents if I cancel my plan?
Documents remain accessible. Cancelling or downgrading your plan does not delete files. You can export your data (including document URLs) from Settings → Data → Export at any time.