hubl Dashboard Help

Editing a Property Portfolio

Editing a Property Portfolio

To edit any element of a property profile such as rooms, contact details, rental and repair values or even upload external files or documents, please follow the steps below.

Dashboard Toolbar

Portfolio Toolbar

1. Select the relevant property from Portfolios or Properties from the Dashboard and click List All if you cannot initially see your property.

2. Next to each property you will see the icon below. Click on the ‘eye’ to see a profile summary or the ‘pencil’ to edit. Pressing the red X will delete that property together with all associated and previous history

View / Edit Property Profile

Edit Property Details hubl

3. To upload external files or documents, click upload shown under the Attachments field at the bottom of the profile screen, either in summary or edit views, and select the file(s) that you wish to upload. You can select individual files for upload or ‘drag and drop’ multiple files into the upload field.

4. Add a title and description for each file and click Start Upload. Files can be viewed in the property profile by clicking on the blue eye icon. To delete the file press the red X.

File upload

File Upload hubl

 

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