Send files to your appointed agent

Attach a document to a workspace message so your appointed agent can read it alongside your instructions and reply in the same conversation.

Attach and send a file

1. Open the sale or lease job and select Workspace → Messages.
2. Select the appointed agent's thread.
3. Write a message explaining the document and any response you need.
4. Place the cursor in an empty paragraph in the message editor. Press Enter at the end of existing text if needed.
5. Select the + button to the left and choose File.
6. Select Press to select a file and choose the document from your device.
7. Wait for the file to appear, check the thread and message, then select Send.

Send a property file

Choose Property file from the + menu to select a document already saved on the property's files page. This option is available when your owner account has the required access. Selecting the file inserts it into the message; you still need to send the message.

Check the saved message

The sent message and document appear in the thread. The appointed agent, their authorised aides and authorised owner participants can read that conversation. Keep follow-up messages in the same thread so the record stays together.

Documents attached to an internal file note are not shared with the agent. Use the message editor when you want the agent to receive the file.

If you cannot send a file

The appointed-agent message form is available while the workspace is in progress and you have the required role. If the editor is available but the + button is missing, place the cursor in an empty paragraph. Wait for the uploaded file to appear before sending.

Related articles

• Manage an appointed-agent workspace
• Add and manage a property

Last reviewed September 18, 2026