Send files to a job stakeholder

Use a stakeholder's message thread to share documents with a co-owner, lawyer or other stakeholder on a sale or lease job.

Choose the stakeholder's thread

Open the job from Sales or Leases.
Select Workspace → Messages.
Select the intended stakeholder's thread and check the recipient before writing.

Attach and send the document

Write a message explaining the document.
Place the cursor in an empty paragraph in the message editor. Press Enter after existing text if needed.
Select the + button to the left and choose File.
Select Press to select a file and choose the document from your device.
Wait for the attachment to appear, review the message and select Send.
Check that the sent message and file appear in the selected thread.

Reuse a property file

If the document is already stored against the property, choose Property file from the same + menu and select it from the list. This option depends on your owner account's access to the property. You still need to send the message after inserting the file.

Who can read the message

The selected stakeholder and authorised owner participants can read the stakeholder conversation. Check the thread each time you send a document. A file attached to the owner's internal Notes area is not available to the stakeholder.

If the thread or editor is missing

Check that the person has been added as a stakeholder on this job. Stakeholder messages can be sent while the job is published or awarded, subject to your role. If the editor is open but the + button is missing, place the cursor in an empty paragraph.

Last reviewed September 18, 2026

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