Allowed File Types for Document Upload, syncing or emailing into Loft47 Deals
You have 3 ways to get documents into Loft47 deals!
Please note the following with regards to uploading documents into a deal:
Please note the following with regards to uploading documents into a deal:
The file types we accept include: jpg, jpeg, gif, png, pdf, doc, docx, txt, md, odt, rtf, csv, xml, ppt, pps, xlsx, xls, fire. If your document is not one of the listed types, you will receive an error notification stating such!
- Files over 25MB are restricted
- File naming best practices should always be followed, the following naming conventions should be avoided:
- Don't start or end your filename with a space, period, hyphen, or underline.
- Keep your filenames to a reasonable length and be sure they are under 31 characters.
- Most operating systems are case sensitive; always use lowercase.
- Avoid using spaces and underscores; use a hyphen instead. For more information on file naming conventions check out this article https://www.lucapallotta.com/optimal-file-naming-conventions/
- Avoid using illegal characters in your file names
- # pound
- % percent
- & ampersand
- { left curly bracket
- } right curly bracket
- \ back slash
- < left angle bracket
- > right angle bracket
- * asterisk
- ? question mark
- / forward slash
- blank spaces
- $ dollar sign
- ! exclamation point
- ' single quotes
- " double quotes
- : colon
- @ at sign
- + plus sign
- ` backtick
- | pipe
- = equal sign
- emojis
- alt codes
Upload Documents via the +New button
Head to the Documents page and select upload to attach a single or multiple files via file uploader or select your files in an open file manager window (Finder on Mac/File Explorer on PC), drag and drop your selected files onto the New button.
Upload Documents via the deal's unique email
Head to the Documents page, copy the unique deal email which you can use to email or forward your documentation from your computer or other sharing platform.
Upload Documents via an Integration
If your Transaction management system allows it, you are able to sync all documents from the transaction management platform with the deals you create in Loft47. You can enable or disable this setting in your integrations menu.
File Storage best practices should include having an alternative storage backup available, such as Dropbox, your Brokerage's server, etc.
Related Articles
Contact types explained
Internal contact types These contacts you use for internal use: Admin - this type can have full or office access to brokerage menus, deals, reports, etc. You would assign your admin or conveyancer to this profile type and then reach out to us to ...Is Loft47 right for you?
Should you sign up for Loft47? Check out these resources, they’ll help you decide. Picking technology is tricky, and we love working with Brokerages that we are a great fit for. This is not a one size fits all business & we’re happy to recommend ...Xero Contact Syncing
How profiles in Loft sync to Xero contacts and when When any transaction is posted Loft looks at the contact type and the existing Xero Contact. If the Contact does not exist in Xero, Loft will automatically create the contact in Xero and then link ...Acquiring a Brokerage that already uses Loft?
Here is a list of all the things to consider when merging a brokerage into another. All of this (except 1 item can be done by the user) However, we can assist you with this migration. The cost for Loft to assist is $75/hour Brokerage to Brokerage ...How Loft works with SkySlope
How Loft works with SkySlope Setting up SkySlope The SkySlope integration will save you time by eliminating the need for duplicate data entry. Here are the step-by-step instructions, as well as this video. To set up the integration, ensure you are a ...