The Documents tab on a deal keeps every file attached to that deal in one place — signed contracts, addenda, earnest money deposit (EMD) receipts, and property photos.
Uploading a document
Click Upload document, choose your files, and pick a Kind:
- A→B Contract — the signed purchase agreement between you and the seller
- B→C Contract — the signed contract with your buyer
- A→C Contract (retail) — the purchase agreement for a direct sale to a retail buyer, such as a novation or listing deal
- Addendum
- EMD Receipt
- Proof of Funds — a buyer's proof of funds or lender pre-approval letter (an offer on the Dispo tab can point to one — see Tracking buyer offers)
- Photos — pictures of the property
- Other
Files up to 25MB each are supported, including iPhone photos (HEIC).
Uploading several files at once
You can choose as many files as you like in one go — for example every photo of a property. Each file becomes its own document, and they all share the Kind you picked. Hold Shift or Cmd (Ctrl on Windows) to select more than one in the file picker, or choose more files again to add to the list.
Each chosen file shows its name and size, with a button to remove it. A file over 25MB is flagged in the list and blocks the upload until you remove it.
Click Upload Document (it reads Upload 3 Files once you've chosen several) and the window shows progress ("Uploading 3 of 12"). Files upload one after another, and the new documents appear at the top of the list — newest first — when the upload finishes. If some files fail, the ones that worked stay uploaded. The window stays open and lists the files that didn't go through, with the reason for each — click Retry Failed to try just those again.
When a task is waiting on a document of a certain kind, its Upload button opens the same window. The task completes on the first file of the right kind; the rest upload as normal documents.
Asking TED to read a document
Ask TED can read a PDF, a photo or scan (PNG, JPEG or WebP), an Excel spreadsheet, or a CSV on the Documents tab. The quickest way:
- If you can edit the deal, select Read with TED on the document's row. (Right after you upload a single file, the confirmation Uploaded. Read with TED? has the same button.)
- Ask TED opens with the message (for example Read "Closing Statement.pdf" and propose the updates.) already typed. Select Send — or edit the message first.
- TED lists the values it found and proposes the changes as one plan to
approve:
- a settlement statement becomes the purchase price (or sale price) plus one expense per closing cost — closing costs, lender points, title fees — each marked as coming from the settlement statement. On a sale, seller concessions are also saved on the buyer contract.
- an agent's offer becomes an offer on the deal with its financing, earnest money, close date, concessions and contingency periods. The buyer's agent and brokerage are linked when they match a contact or company by exact name; if not, the plan says agent not found — offer logged without agent and the name is kept in the offer's notes. TED never creates contacts or companies from an offer.
- Check each row. A row marked Low confidence holds a value TED wasn't sure it read correctly — compare it with the document before you approve.
- Select Apply to save the plan, or dismiss it to save nothing.
You can also just ask — for example "read the settlement statement on this deal". Nothing is saved until you approve the plan. Each read uses AI credits. Settlement statements, lender term sheets and draw confirmations need Transactions access; logging the expenses needs Transactions edit.
Downloading and deleting
Click a document's name to download it. Each download link is generated fresh and expires after a short time, so a link you copy elsewhere won't keep working — come back to the Documents tab and click the name again.
Any team member on the deal can upload or remove a document; there's no sign-off step. Removing a document deletes the underlying file — this can't be undone.
Documents are private to your team. Nobody outside your team — including someone with a copied link — can open a document they don't have membership access to.