DoorSpot allows you to store documents at every level, making them both organized and searchable. You can attach documents to contacts, properties, units, and maintenance requests, or manage them centrally through the Documents tab.
Where to Store Documents
Within Properties, Units, and Contacts:
These areas are great for storing reference documents specific to that item. Inside each space, look for the Documents section to upload or download files.
Within the Documents Tab
From the Communications menu, you can create a library of all documents. This space gives you more control and functionality, including the ability to create e-signatures, share documents directly with contacts, and organize files into folders.
Some examples of documents you may upload include the following.
Upload PDFs for trash, WiFi, or door key reference.
Convert key forms into e-signature templates to streamline approvals and renewals.
File Tabs
You can view and manage all documents in one place by navigating to the Documents tab under Communication.
DoorSpot automatically organizes uploaded documents by type.
Documents uploaded to a property are stored in the Property Documents tab.
Documents added to a unit appear under the Units tab.
Documents linked to a contact are saved in the Contacts tab.
Organize with Folders
In addition to having organized tabs, you can create folders to organize documents before uploading. Documents can only be assigned to a folder at the time of upload. You cannot move documents into folders after they've been uploaded. This helps maintain a clean and searchable record system for every part of your business.
▶️Watch the GIF below to learn how to create folders and upload documents into them.
Tips for Uploading Documents
Use clear naming conventions to make searching easier.
Example: Unit 402 Inspection June 2025
Tag documents to improve sorting and searchability.
Upload common resources like trash schedules, WiFi instructions, or door access guides as PDFs for easy reference.
▶️Watch the following video to see how you can organize and add files to DoorSpot.
Use Uploaded Files to Create an E-Signature Template
Any uploaded PDF can be converted into a reusable e-signature template and sent to any contact.
Templates can be customized with placeholders for clients, tenants, owners, or managers to complete, making them ideal for recurring documents like lease agreements, move-in checklists, or notices to vacate.
View the image below to see how to assign placeholders to different users.
You can add up to 10 signers to one document. When you select to create a e-signature document, you will be asked the number of signers. After creating the template, you can then choose who signs the document and their order. Since you can reuse this document again and again, It is recommended to give the template you create a clear name and include the number of signers.
Template title example: Unit 402 Lease Agreement June 2025 - 2 Signers
▶️Watch the following GIF to see how to start creating an e-signature document template.
With the e-signature template created, you can now use the Signer boxes to assign areas that need attention. Be aware of which signer you are assigning to different spaces in your document.
▶️Watch the following GIF to see how to reorder signers before sending an e-signature document.
Before sending a document for signature, always take time to review it. Click the Preview button shown below to verify the information added to the document. Then click Send Signature Request to send it to the first signer to complete.
