Use the Documents page: search and categories

1. 1Choose Documents in the main menu.
2. 2Type in Search name, invoice number or vendor.
3. 3Use Filter by property and the sort menu (newest or oldest first).
4. 4Pick a category chip: All, Lease, Invoice, Receipt, Inspection report, Insurance, Energy certificate, Utility bill, Tax, Other or Expiring soon.
5. 5Use the icons on a row to view the file, edit its details, switch sharing, or delete it.
6. 6Choose Export CSV at the top to download the list of documents (the details, not the files) as a spreadsheet.

A row shows its category and, when it applies, an expiry warning. The count above the list tells you how many documents match. Choose Load more for the next batch.