How to Upload and Share Documents on a Property Listing in Openn

WHAT THIS COVERS

Accessing the Documents Tab

1. Navigate to the property dashboard.
2. Click the Edit button in the top right-hand corner.
3. Select the Documents tab — the fifth tab from the left.

Uploading Documents

• Click Upload Files to manually select documents from your computer, or
• Open your documents folder and drag and drop files directly into the Documents section.
• Files upload quickly.

Setting Document Visibility

Documents are kept private by default, meaning no one with the property URL can access them until you change the visibility setting.

To make a document public:

1. Click the three dots next to the document.
2. Click Share and select Public.
3. The document will now be accessible to anyone with the link.
4. Tick the checkboxes next to the documents you want to share.
5. Click Share and set them all to Public in one step.

To share multiple documents at once:

Sharing Documents with Specific Individuals

• If you want to restrict access to certain buyers — for example, sharing a building and pest inspection only with buyers who have already submitted an offer:

1. Select the document.
2. Click Share.
3. Choose the Individuals option.
4. Select the specific people you want to grant access to.

Importing Saved Templates

• Openn allows you to import pre-saved document templates, such as a contract of sale or annexures.

1. Click the three dots in the top right of the Documents section.
2. Select Import Templates.
3. Find and select the templates you wish to upload — for example, a contract of sale and any relevant annexures.
4. Click Import.
5. Set the imported documents to public if required.

KEY TERMS

• Documents Tab — the section within the property edit screen where files can be uploaded, managed, and shared with buyers or observers.
• Private — the default visibility setting for uploaded documents; no one with the property link can access them until the agent changes the setting.
• Public — a visibility setting that makes a document accessible to anyone who has the property link.
• Individual Sharing — a visibility option that allows the agent to grant document access to specific named buyers only, rather than making it available to everyone.
• Import Templates — a feature that allows agents to pull in pre-saved documents or templates, such as contracts of sale, directly into the property's document section.
• Building and Pest Inspection — a report on the physical condition of a property, commonly shared with serious buyers who have already submitted an offer.
• Annexures — additional documents attached to a contract of sale that form part of the legal agreement.

COMMON QUESTIONS

1. Are documents private by default when I upload them?
   - Yes. All uploaded documents are private until you manually change the visibility setting. No one with the property URL can access them until you share them.

2. Can I make multiple documents public at the same time?
   - Yes. Tick the checkboxes next to the documents you want to share, click Share, and set them all to public in one action.
3. Can I share a document with only certain buyers?
   - Yes. Use the Individual Sharing option to select specific people who should have access. This is useful for sensitive documents such as building and pest inspections that you only want to share with buyers who have submitted offers.
4. How do I add a contract of sale to the property?
   - Use the Import Templates feature. Click the three dots in the top right of the Documents section, select Import Templates, find your contract of sale or annexures, and click Import.
5. How do I access the Documents section for a property?
   - Go to the property dashboard, click Edit in the top right corner, and select the Documents tab — the fifth tab from the left.