Help Center · Buildings

How do I upload documents from the Buildings page?

Each building in Inbilit has its own Documents tab where you can store building-specific files — technical manuals, maintenance records, service contracts, equipment documentation, and other facility management materials.

Where to find it

Go to Buildings in the sidebar → click on a specific building → open the Documents tab at the top of the building detail page.

How to upload a document from the Buildings tab

  1. Open Buildings → click the building you want to add documents to
  2. Click the "Documents" tab in the building's navigation
  3. Click "Upload Document" (or drag files onto the upload area)
  4. Fill in the required fields:
    • Title: A clear name for the document (e.g., "HVAC Maintenance Manual 2025")
    • Category: Choose or create a category (e.g., "HVAC Systems", "Fire Safety", "Elevator Documentation")
    • Document type: contract, policy, manual, notice, regulation, form, guide, or other
  5. Set visibility:
    • Admin only — for internal building management files only administrators see
    • All tenants — tenants can view this document in their Tenant Portal
    • Specific tenants — you choose exactly which tenants have access
  6. Optionally enable "Requires acknowledgment" so tenants must confirm they have read it
  7. Click Upload

FM Documents (internal only)

When uploading from the Buildings Documents tab, you can mark a document as an "FM Document" (Facility Management). FM documents are completely hidden from tenants regardless of the visibility setting — they are for internal use only. Use this for maintenance logs, service reports, vendor contracts, and technical specifications that tenants have no need to see.

Two document locations explained

There are two places to manage documents in the platform:

  • Buildings → [building] → Documents tab: Stores documents tied to a specific building. Best for building-specific technical documents and FM files.
  • Tenant Hub → Documents: The main document library for sharing policies, notices, and contracts with all your tenants across buildings.

Documents uploaded in either location share the same storage and visibility system — the difference is just where you access them from.

Where to start: Buildings in the sidebar → click your building → Documents tab → Upload Document.

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How do I upload documents from the Buildings page? | inbilit Help