Document Management
Document Management
myProp provides a full document management system for all account types — landlord, tenant, buyer, vendor, and contractor. You can browse your documents, search and filter them, download individual files, and upload new ones, all from a single page inside the portal.
Accessing Your Documents
Navigate to /:company/documents (e.g. https://app.myprop.com/acme/documents).
- If your account is linked to a single role (e.g. you are only a tenant), the page loads your documents immediately.
- If your account is linked to multiple roles (e.g. landlord and contractor), an account selector is shown first. Select the account whose documents you want to view.
Browsing and Searching Documents
Once an account is selected, all documents associated with that account are listed. Each row shows:
| Field | Description |
|---|---|
| File name | The name of the document |
| Description | Optional description attached to the document |
| Category | Category badge (e.g. tenancy, invoice) when available |
| File type | Format indicator (e.g. PDF, DOCX) |
| File size | Human-readable size (e.g. 1.2 MB) |
| Upload date | Date the document was uploaded |
Use the Search bar to filter documents by file name, description, or category. The document count updates in real time as you type.
Downloading a Document
Click the Download icon (↓) on any document row. The portal fetches the file via a secure server-side proxy and opens the download in a new browser tab. Raw AgentOS download URLs are never exposed to the browser.
Uploading a Document
- Click the Upload Document button at the top-right of the document list.
- The upload panel expands inline.
- Drag and drop a file onto the drop zone, or click the zone to browse your local files.
- Optionally enter a description for the document.
- Click Upload to submit.
The panel shows progress while the upload is in flight. On success, the document list refreshes automatically and the upload panel closes.
File Restrictions
| Constraint | Limit |
|---|---|
| Maximum file size | 25 MB |
| Allowed file types | PDF, Word (.doc, .docx), Excel (.xls, .xlsx), CSV, plain text (.txt), JPEG, PNG, GIF, WebP |
Files that exceed the size limit or use an unsupported format are rejected client-side before any upload is attempted.
Account Type Routing
Documents are fetched from and posted to the correct AgentOS module automatically based on your account role:
| Account Type | AgentOS Module |
|---|---|
| Landlord | Lettings |
| Tenant | Lettings |
| Contractor | Lettings |
| Buyer | Sales |
| Vendor | Sales |
No manual configuration is required — routing is handled transparently by the document service.
Security
- All document endpoints require an authenticated session.
- Document downloads are proxied through the myProp server; AgentOS URLs are never sent to the client.
- MIME type and file size validation is enforced both client-side and server-side.