Owners see only the documents you share with them. Sharing doesn't copy a file: it stays on the property's Documents tab, and the board's library shows it from there.

Note

Sharing needs the Publish to Owner Portal permission.

Share documents

  1. Open the property, click the Owner Portal tab, then Documents.
  2. Click Share documents.
  3. Choose the Section they go under: Minutes, Budgets, Insurance, Governing Documents or Other.
  4. Tick the documents and click Share (for example Share 3 documents). To share a file that isn't on the property yet, click Upload to property first.

The Board Documents view of a property's Owner Portal tab
Board Documents

Board Documents lists what's shared, under which section, when, and how many logins opened it. In the portal, a document a login hasn't opened yet is marked New.

Move or stop sharing a document

Click ⋮ on its row:

  • Move to puts it under another section.
  • Stop sharing takes it out of the portal straight away. The file stays on the property.

Deleting a file on the property's Documents tab removes it from the board too; until you stop sharing it, the list marks it as deleted from the property.