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