Upload and organize documents in Homeezy

How do I upload and organize files in Homeezy?

Open the Documents page, switch to the Files tab, and use Upload to add files or New folder to group them. Homeezy also gathers your contracts and invoices into their own tabs automatically, so everything lives in one place per business.

Understand the Documents tabs

Across the top of the Documents page you'll find four tabs:

• All — every contract and invoice in one combined list.
• Contracts — only your contracts.
• Invoices — only your invoices.
• Files — your uploaded files and folders, plus folders that Homeezy creates automatically for each project.

Upload a file

1. 1
   Go to the Files tab

   Open Documents and click the Files tab.

2. 2
   Click Upload

   Press the Upload button. You can also reach it from the Add New menu on the All tab — choose Upload and it jumps you to Files.

3. 3
   Pick your files

   Select the documents or photos from your device. On a phone you can choose the camera or your photo library.

4. 4
   Confirm

   Your files appear under Recently added, ready to open, move, duplicate, download, or share.

Create and use folders

Click New folder on the Files tab, give it a name (for example Permits or Site photos), and create it. Your own folders show under My folders. To file an existing document, open its ⋮ menu and choose Move, then pick the destination folder.