Open the appropriate location, select the file, and add its category or title. Follow the formats and sizes displayed by the uploader. Check the preview and assignment after uploading.Image order and the cover image affect presentation. Add videos and virtual tours through the available media fields; uploaded videos may need processing before playback.
Review document visibility before sharing. Internal documents are not automatically customer documents. Use the customer preview to check what a particular customer can actually see.
Available PDF exports use property details and configured document templates. Check the preview, recipient context, and calculation assumptions before sending. Organization templates are managed in document settings.
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Assistant
Responses are generated using AI and may contain mistakes.
