Using Documents & Links on Your Property Website
The Documents & Links feature lets you display files like PDF floor plans, legal disclosures, financial reports, and inspection reports on your property website, plus external links to company websites, additional YouTube videos, and anything else with a URL. You'll find it in your property admin sidenav under Documents & Links. This article walks through adding content, controlling display order, and choosing how visitors view your documents — publicly, after capturing their contact info as a lead, or only after they enter an access code.
Click the blue Add Documents button to upload files from your computer — either drag them into the upload area or click to browse. Accepted file types are PDF, PNG, JPG, GIF, WEBP, AVIF and HEIC, up to 50 MB per file. Once uploaded, each file appears as a row in the list. Click a filename to rename it, add a short description, or remove it. The small × icon on the right of each row also removes that document. To add an external URL — like a company website or an extra YouTube video — click Add Link instead, then enter the Link Text visitors will click and the target URL. If you've added more than one item, a drag handle appears on the left of each row; drag rows up and down to set the display order on your website. The Display on column lets you control where each item shows up — both your full site and your MLS-compliant site, full-only, MLS-only, or hidden — which is useful when a document is fine for one version of your website but not the other.
Document Access Settings
The Document access dropdown controls how visitors view all documents and links on this property. It applies to every item in the list — you can't mix modes per item. There are three options. Choose the one that matches how protective you want to be about the content you've added, and remember that whichever you choose, the Display on column still lets you fine-tune which version of your site each item appears on.
Public — Anyone can view
When Document access is set to Public, visitors to your property website can click a document or link and view or download it immediately. There's no form, no password, and no tracking gate. Use this mode for marketing material you're happy for any visitor to see, like floor plans, neighborhood info, or external company links.
Capture Lead
When Document access is set to Capture Lead, clicking any document or link on the property website pops up a quick form asking for the visitor's name, email, and phone. After they submit, the document opens and you get a new lead in your Leads inbox, plus an email notification if you have one configured. This is the right mode when you want every document download to also work as a lead-generation step — buyer's-agent prospects, qualified-buyer disclosures, that kind of thing. Note: Capture Lead is intentionally disabled on the MLS-compliant version of your website so it doesn't run afoul of MLS advertising rules. Visitors on your MLS site will see the documents open directly with no gate.
Require Access Password
When Document access is set to Require Access Password, an Enter access code field appears underneath the dropdown. Type a code between 4 and 20 characters and click SAVE. Now any visitor clicking a document or link on your property website will be asked for that code before the document opens. Share the code only with the people you want to grant access — buyers under NDA, your co-listing agent, an inspector — and use the Change link any time you want to rotate it. The code is stored hashed, so even you won't see the original value once it's set.
Tips. The Document access mode applies to every document and link on this property, not per item — so plan around the strictest mode you'd want to use. Drag rows by the handle on the left to set the order they display on your website. Use the per-row Display on control when you need to keep a particular file off the MLS-compliant version of your site (or vice versa) — it works independently of the Document access mode. And if you ever want to change the access password, set the dropdown back to Require Access Password and use the Change link to enter a new code.