How to upload Plot Documents & Share with a Customer?

To outline the steps to upload documents on the Guided Home platform efficiently and accurately.

You can upload all and any documents you want to share with the customer across their journey. For the customer they have the convenience of all their documents in one place, no more search emails, shared drives or looking for paperwork.
You can even upload scans from your mobile via the Guided Home app - simply download and login with your work credentials and follow these steps through the app.
You can also trigger a push notification to go to the resident so they know a new document has been added

Step 1: Log In 0:00

Step 2: Access Upload Documents 0:00

Step 3: Select Documents 0:00

You can either:
- Click to explore your files, or
- Drag and drop your documents from Explorer into the upload area.

Step 4: Review Document Table 0:16

Step 5: Use Bulk Selector (if needed) 0:16

If you have multiple files, use the bulk selector to update files to specific folders.

Step 6: Continue to Next Step 0:28

Step 7: Notify Plot Owners (optional) 0:36

Step 8: Connect Documents to Plots 0:48

On the next screen, choose which plots to connect the documents to:
- Select a whole site,
- A particular tenor in a site, or
- An individual plot.
Use the free text search to quickly find the desired plot.

Step 9: Finalize Upload 1:03

Step 10: Close or Upload More 1:03

After saving, you can either close the window or proceed to upload more documents.

Ensure that all documents are in the correct format before uploading.
Double-check that you are connecting documents to the correct plots to avoid errors.

Quickly share Buying journey documents including reservation checklists and forms; legal documents, options and choices, home demonstration checklists, handover checklists and relevant buying guides.