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Adding Documents and Notes
Adding Documents and Notes

Rental property owners and investors often have a lot of notes, documents, and important information to keep alongside financials.

Em avatar
Written by Em
Updated over a week ago

In addition to financial tracking, rental property owners and real estate investors often have a lot of information and key documents that need to be tracked and managed. With REI Hub's Documents & Notes feature, you can easily create notes and upload documents while linking them to the appropriate property or unit.

To Add Documents and Notes

1) Navigate to the Documents & Notes page under Organization on the left menu

  • You may also access the Documents and Notes page through any individual property or unit dashboard.

  • Please note that when doing so, only documents and notes linked to that particular property or unit are displayed.

2) Click the Add Note button

  • You can save text-only notes or include attachments like documents, files, and images.

  • You can upload files from local storage or even take a picture with your webcam or phone.

3) View your Documents and Notes

  • Access your notes or files anytime from the Documents & Notes page or the property and unit dashboards.

  • Click the paperclip icon to download the uploaded file.


Still have questions? Reach out to our Support Team via email at [email protected] or call us at (888)939-6865.



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