Documents hub
Four kinds of “documents” in Propria
Section titled “Four kinds of “documents” in Propria”Do not mix these — each serves a different purpose:
| Kind | Where | Purpose |
|---|---|---|
| Documents hub | Documents menu | Printable templates (letters, contracts) |
| Communication templates | Settings | Email / WhatsApp text when sharing a rent revision |
| Building PDFs | Building detail page | Insurance, claims, maintenance — used by the AI assistant |
| Legislation PDFs | Settings → General (admin) | Belgian law library for the AI assistant |
This page covers the documents hub and how it relates to the others.
Documents hub (printable templates)
Section titled “Documents hub (printable templates)”Access: Documents in the main dashboard menu.
Built-in templates
Section titled “Built-in templates”| Template | Status | Typical use |
|---|---|---|
| Indexation letter | Available | Annual rent revision / indexation letter |
| Residential lease contract | Available | Residential lease contract layout |
| Notice of default | In progress | Listed in the hub; feature still being completed |
Each user has their own saved version per template type. On first open, Propria provides default content; after you Save, your personal version is kept.
Editor features:
- Rich text with merge fields (tenant name, address, rent, new rent, landlord name, and more).
- Optional logo block (image, alignment, size).
- Preview with sample data from the hub; on a lease, fields fill from real lease data.
- Print via a dedicated layout (density, scale, borders).
Custom templates
Section titled “Custom templates”Create your own named templates with the same editor and merge fields. Manage them from the documents hub.
Linked from lease workflows
Section titled “Linked from lease workflows”- Rent revision panel → print the indexation letter.
- Lease detail → print the residential lease contract.
The same templates saved in the hub are reused.
Communication templates (not the hub)
Section titled “Communication templates (not the hub)”Text for email and WhatsApp when sharing a rent revision from the lease. Merge fields (tenant, new rent, effective date, etc.) are filled in by Propria. If a template is empty, the corresponding share action is hidden.
Building PDFs vs documents hub
Section titled “Building PDFs vs documents hub”PDFs uploaded on the building page (insurance, claims, maintenance…) feed the AI assistant when that building is selected in chat. They are not edited or printed from the documents hub.
- Save hub templates once per user account — they apply across all your properties.
- Use Preview before printing long contracts.
- Keep indexation letters aligned with the revision recorded on the lease.