Governing docs and minutes in one library
Upload CC&Rs, policies, and meeting minutes. Share publicly or restrict to roles so the right people always have the file.
- CC&Rs — amended 2019PDF · 84 pp
- BylawsPDF · 22 pp
- Architectural guidelinesPDF · 11 pp
- Reserve study 2025PDF · 40 pp
Indexed for the assistant — answers cite the section they came from.
Your governing documents live in five places
CC&Rs in a shared Dropbox. Bylaws in someone’s Gmail attachments. Last month’s minutes in a Google Doc nobody remembered to publish. When a resident asks for the pet policy, three board members search three places and one of them gives the wrong answer.
Capabilities
Central library
Organize documents instead of hunting in shared drives.
Role-based access
Residents vs board vs staff—see what’s appropriate.
Minutes & policies
Common HOA doc types supported out of the box.
Portal delivery
Link documents from announcements and resident views.
From zero to running
- 01
Upload and tag
Drop in PDFs, Word files, or images. Tag by type (governing, meeting, policy, vendor) for fast retrieval.
- 02
Set visibility
Per-document role gates: public, residents-only, board-only. Documents honor the same permissions as the rest of the app.
- 03
Link from anywhere
Reference a document inside an announcement, portal page, or violation notice. Links update automatically when the document does.
- 04
Audit as needed
Version history tracks who uploaded and when. Older versions are retained so you can point to what was in force on a given date.
What this looks like in a real association
New resident onboarding
Auto-link the welcome packet (CC&Rs, pet policy, amenity rules) from the first resident portal email.
Monthly meeting minutes
Secretary uploads draft as board-only; flips to resident-visible after approval at the next meeting.
Vendor contracts
Board-only folder with signed landscape + pool contracts — never sent to residents, never lost.
Questions boards actually ask
- How much storage do we get?
- Unlimited on Growth and Pro within fair use. Individual files up to 50MB.
- Can residents download documents?
- Yes — for any document visible to their role. Downloads are logged for audit purposes.
- Can documents be version-controlled?
- Yes. When you upload a new version, the prior version is kept and accessible from the history panel.
Put documents to work in your association
Sign up free, invite the board, and see how this fits your community in an afternoon.