> ## Documentation Index
> Fetch the complete documentation index at: https://docs.deal-pipe.de/llms.txt
> Use this file to discover all available pages before exploring further.

# Documents, files, and media

> Assign documents correctly and prepare them for recipients.

## Choose the right location

| Location | Suitable for |
| - | - |
| Project | Documents shared across several units. |
| Unit | Floor plans, images, and unit-specific documents. |
| Files | General organization files and folders. |
| My documents | Personal purchase and financing documents. |

## Upload and review

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.

## Check visibility

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.

## Exposés and templates

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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