Pendo offers two storage areas for documents storage: the first for the building and the second for specific units. Unfortunately at this time documents cannot be uploaded to a specific tenant profile. If you wanted a tenant specific file uploaded, we suggest you create a sub-folder for that tenant within the applicable unit’s document storage.
You can add the document(s) to the Building:
- Click on Properties and select the building to which you want to add the document.
- Click on the documents icon:
OR
You can add the document(s) to the unit:
- Click on Properties, find the building and select the unit you want to add the document to.
- Click on the documents icon:
Upon clicking the icon, you will be presented with preset folders based on the unit names entered into Pendo.
Right-click on an empty space and click “Create Folder’:
Enter the new folder/subfolder name and click Create Folder.
Once the folder is created, you can right-click to view additional menu options:
- Rename the folder
- Delete the folder
- Download the folder to your computer
Click on Info to review stats for that folder:
Upon uploading files, the Activity Feed on the respective Building or Unit page will display the action by the user.
