LotWizeby Sanaf AI Solutions
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LotWizeby Sanaf AI Solutions
FeaturesPricingFree Tools
AboutContact
Sign inStart Free Trial

Product

  • For Self-Managed HOAs
  • For Property Managers
  • Features
  • Pricing
  • Marketplace
  • Integrations
  • Blog

Resources

  • Help Center
  • Blog
  • Ebooks & Guides
  • HOA Glossary
  • Templates
  • State Guides
  • HOA Laws by State
  • Comparisons

Company

  • About
  • Contact
  • HOA Laws by State
  • Affiliate Program — Earn 20%
  • Security
  • Privacy Policy
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Free Tools

  • Cost Calculator
  • Annual Budget Builder
  • Reserve Fund Calculator
  • Board Time Audit
  • Fine Schedule Builder
  • Annual Meeting Checklist
  • Agenda Generator
  • Meeting Minutes
  • Violation Letter
  • Welcome Letter
LotWize

by Sanaf AI Solutions

AI-first HOA management for self-managed communities.

Available nationwide

Get HOA tips & updates

© 2026 LotWize by Sanaf AI Solutions. All rights reserved.

Product

  • For Self-Managed HOAs
  • For Property Managers
  • Features
  • Pricing
  • Marketplace
  • Integrations
  • Blog

Resources

  • Help Center
  • Blog
  • Ebooks & Guides
  • HOA Glossary
  • Templates
  • State Guides
  • HOA Laws by State
  • Comparisons

Company

  • About
  • Contact
  • HOA Laws by State
  • Affiliate Program — Earn 20%
  • Security
  • Privacy Policy
  • Terms of Service

Free Tools

  • Cost Calculator
  • Annual Budget Builder
  • Reserve Fund Calculator
  • Board Time Audit
  • Fine Schedule Builder
  • Annual Meeting Checklist
  • Agenda Generator
  • Meeting Minutes
  • Violation Letter
  • Welcome Letter
LotWize

by Sanaf AI Solutions

AI-first HOA management for self-managed communities.

Available nationwide

Get HOA tips & updates

© 2026 LotWize by Sanaf AI Solutions. All rights reserved.
HelpBoard MemberDocuments

Documents

The Documents feature is your community's digital filing cabinet. Upload, organize, and share governing documents, meeting minutes, financial reports, and forms — with full control over who sees what.

Documents

What It Does

The Documents feature is your community's digital filing cabinet. Upload, organize, and share governing documents, meeting minutes, financial reports, and forms — with full control over who sees what.

Who It's For

Board members of HOA/condo communities.

How to Use It

Step 1: Create Folders

Go to Board Portal → Documents and create folders like "Governing Docs," "Meeting Minutes," "Financial Reports," and "Forms." This keeps everything easy to find later.

Step 2: Upload and Tag Files

Drag and drop files or click "Upload." Add tags like "2026 Budget" or "Annual Meeting" so residents can search and find them fast.

Step 3: Set Permissions

Choose who can view each folder or file: board only, all residents, or specific groups. Sensitive documents like vendor contracts can stay board-only.

Common Issues

Q: A resident says they cannot see a file I uploaded. A: Check the permissions. If the file is set to "Board Only," residents will not see it. Switch it to "All Residents" if it is meant to be public.

Q: Can residents upload documents too? A: Yes, if you enable "Resident Uploads" in a folder's settings. This is great for architectural request forms or maintenance requests with photos.

Pro Tips

  • Upload your CC&Rs, bylaws, and rules as PDFs so residents can always access the current version — no more "I lost my copy" emails.
  • Use the "Share Link" feature to send a direct link to a specific document in newsletters or Messages/Broadcasts.

Related Features

  • Messages/Broadcasts
  • Website
  • Architectural

Need Help?

Contact support at support@sanafai.com

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On this page

  • What It Does
  • Who It's For
  • How to Use It
  • Step 1: Create Folders
  • Step 2: Upload and Tag Files
  • Step 3: Set Permissions
  • Common Issues
  • Pro Tips
  • Related Features
  • Need Help?

Still need help?

Our support team is here to assist you with any questions or issues.

Contact Support

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