How to Access, Upload, Add Notes to & Download Files

This guide quickly shows how to find the right Files tab (so uploads link to the correct company, property, tenant, or contact), upload files or folders, add notes to items, and download/share/delete files. It prevents misfiled documents by emphasizing navigation first, then gives exact steps for drag-and-drop uploads, saving notes, and using the file menu for download or sharing.

8 steps

How to Access Files

**The Companies, Properties, Tenants, and Contacts modules/dashboards have a Files tab that links to the specific company, property, tenant, contact, vendor, and insurance. Since they have their own module/dashboard, do NOT create folders for these in Files.** BEFORE YOU START, BE SURE TO NAVIGATE TO THE CORRECT FILES TAB SO THE FILE(S)/FOLDER(S) LINK TO THE CORRECT COMPANY, PROPERTY, TENANT, OR CONTACT.

From the navigation menu, select **Files**.

Files Overview

**REMINDER:** BEFORE YOU START, BE SURE TO NAVIGATE TO THE CORRECT FILES TAB SO THE FILE(S)/FOLDER(S) LINK TO THE CORRECT COMPANY, PROPERTY, TENANT, CONTACT, VENDOR, OR INSURANCE.

How to Upload Files

Select **Click or Drop Files Here**.

Locate **the file** on your computer > Double click **the file** or drag and drop **the file** to the files list or to a folder in the files list.

The file will appear in the Files list or in the folder you uploaded it to. In this example, the file was uploaded to a folder.

How to Add Notes to a File or Folder

Select the **file or folder** to open the details panel.

Enter the **details** in the **Notes** field > Select **Save**.

How to Download, Share, or Delete Files

Select the files **three-dot menu** > Select the **preferred option** from the menu. If you download the file, you should be able to access the file via the Downloads folder on your computer. To learn more about how to share a file, see [How to Share a File.](https://support.raamp.com/wiki/74)

**Related Tutorial(s):**\ \ [How to Add, Delete, and Manage Access to File Folders](https://support.raamp.com/wiki/44)\ [How to Follow a Folder and Receive Notifications](https://support.raamp.com/wiki/215)\ [How to Note Missing Files](https://support.raamp.com/wiki/193)\ [How to Upload Missing Files and Supporting Files](https://support.raamp.com/wiki/240)\ [How to Add a Key Date to a File](https://support.raamp.com/wiki/159)\ [How to Share Files](https://support.raamp.com/wiki/74)\ [How to OCR a PDF File](https://support.raamp.com/wiki/130)\ [How to Upload Files from a Phone Camera/Photos](https://support.raamp.com/wiki/75)