---
title: "Uploading Files to Document Manager"
url: "https://leohelp.productfruits.help/en/article/uploading-files-to-document-manager"
language: "en"
last_updated: "2025-06-27T14:02:53.275Z"
---

# Uploading Files to Document Manager

Upload important files like contracts and insurance documents to Document Manager. Learn how to set expirations and notifications.

One of the key benefits to using Document Manager is the ability to not only upload files, but also to set expiration dates. This is especially helpful for items such as contracts, insurance certifications, and even managing employee certifications.

**To upload a file:**

1.  Select **Document Manager** from the Menu Bar,
2.  Locate the desired **Portfolio** and **Property** folders.
    -   Filtering may help locate the Portfolio and Property
3.  Select the best **sub-folder** for the item you wish to upload.
    -   Contracts
    -   Insurance Certs
    -   Employee Certs
4.  Based on your unique configuration, there may be an additional **folder** to select for the specific document. For example, some customers create separate folders for each **contract type**, landscape, pool, HVAC, patrol, etc. 
5.  Select **Upload File** once you've located the correct folder. 
6.  Enter the desired **name** and complete the upload **form**. 

-   If tracking a document with an expiration be sure to add the **expiration date** and select a **notification** option, which is revealed when the expiration date is set. 

1.  Select **Upload** when all fields are completed.  
     

[Uploading Files to Document Manager - SBS](https://player.vimeo.com/video/956814265?badge=0&autopause=0&player_id=0&app_id=58479)

  Product Fruits 

If you need to replace this document at any time, select the "Update and Archive" button, and add the new document. This will update the document and create an Archive folder with the previous document.