Attach files to an agency termination note

Keep supporting documents with the internal file note when recommending or confirming the termination of an appointed agent's service.

Open the termination note

1. Open the sale or lease job and select Workspace.
2. Choose Recommend termination or Terminate agency, according to your team role.
3. Find the Terminate agreement note editor and explain the proposed decision.

Attach the document

1. Place the cursor in an empty paragraph in the note. Press Enter at the end of existing text if needed.
2. Select the + button to the left and choose File.
3. Select Press to select a file and choose the document from your device.
4. Wait for the file to appear in the note and check that it is the intended document.
5. Review the remaining details, including the termination date where requested, then submit the recommendation or confirm termination when you are ready.

Use Property file from the + menu to select a document already stored on the property's files page. The option is available when your owner account has the required property access.

Prepare the record in advance

To save the note without submitting a termination action, open Workspace → Notes, add a note with the terminate agreement context and attach the document there. Vendorable uses the most recently created matching note when you open the termination action.

Access and availability

The note and its attachments are internal to the owner and their authorised team. Adding a file here does not send that document to the agent.

Termination actions depend on your role, the appointment and the current deal. If the action is unavailable, review those details. If the note editor is open but the + button is missing, place the cursor in an empty paragraph.

Related articles

• Terminate an agency appointment
• Use notes to prepare and record decisions

Last reviewed September 18, 2026