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  1. Help Center
  2. /Building
  3. /Documents
  4. /Documents

Documents

Navigating the Documents page: opening folders, moving back through the file path, and finding what you need.

Last updated August 13, 2026

Building
    • Bulk Invite and Send Reminder
    • Filtering and Searching Units
    • How to filter units with the search bar
    • How to Import Locations and People
    • Import Errors and What They Mean
    • Importing Locations and People: An Overview
    • Location Import: FAQ
    • Pet Registration: Weight & Breed
    • Preparing Your Import File
    • Reading Your Import Report
    • Seeing what a unit owes, and finding units fast
    • The Pre Import Checklist
    • View and Manage Units
    • What Happens When You Import, and Who Gets Notified
    • Attach Supporting Documents to a Decision
    • Create Your First Board Decision
    • Vote on a Pending Decision
    • Attach Documents to Notes
    • Create and Manage Logbook Notes
    • Create Notes Faster: Drag-and-Drop, Keyboard Shortcuts, and Batch Add
    • Pin Important Notes
    • Tag a Property and Pin the Notes That Matter
    • Use Comments on Notes
    • Create and Manage Documents
    • Documents
    • Share Financial Documents
    • Upload Bylaws and Governing Documents
All collections

01

Understand URBI Document Management Basics

Managing documents in URBI is simple and intuitive. Just like you would on your computer, you can double-click folders to enter the folder.

Understand URBI Document Management Basics

02

Navigate Folder Paths Efficiently

You can also click back anywhere on the file path to go back to that parent folder. From the top right, simply click the "Add" button to add a document or add a folder to the current folder that you are in.

Navigate Folder Paths Efficiently

03

Manage Document Privacy Settings

Once you've uploaded your document, you can click this eye button to make the document public or click it again to make it private.

Manage Document Privacy Settings

04

Use Document Action Menu

The three-dot menu here gives you some more actions. You can download the document, open it, rename it, make a copy, move it to another folder, share it, or move it to the trash.

Use Document Action Menu

05

Search Documents and Folders

Feel free to use the search system to find documents or folders quickly.

Search Documents and Folders

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URBI

URBI is the Building OS, founded in Calgary in 2023. One platform with HERO AI built in, running thousands of units for property managers, condo boards and owners.

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