Uploading documents to Landscape
Landscape operates differently than other cloud storage platforms in that you can't simply upload a document to a general 'folder' in the platform. Instead, you usually need to first create a work item or communication to upload the document to. This is intentionally designed to help you standardize your record-keeping practices and to help users know exactly where to go to find a certain document.
'How much storage comes with our Landscape account?'
You get 100GB of storage with your Landscape account, which is more than enough for most organizations. Additional storage blocks are available for a nominal fee if needed.
To upload a document, first create the work item you need from the work tab or navigate to an existing work item. For example, if you want to upload a .pdf of a recorded easement, go to the work tab of the correct portfolio record, click on 'add', and select 'Acquisition Document'. Select the type (FYI you can add to this list via Settings > List Items > Work Items) and then name the item ('2010 Recorded Easement').
Click the paperclip icon at the bottom of the record to attach the document.
Click on 'Choose File', then navigate to and select the document you want to upload and click 'Open', then click 'OK'.
The document will be uploaded and will appear in the now-visible 'Documents' section of the work item.
You can attach as many documents as you need to a work item.
Adding to 'All Documents' in a Portfolio Record
By navigating to the work tab and switching to the 'Documents' view, you can add documents to the top 'All Documents' section rather than to an individual work item. While this may be useful in certain situations, we strongly recommend that you find a work item to house the document rather than placing it in general storage.
Linking to a document instead of uploading
You can link to a separate storage location instead of uploading to Landscape. Supported third party integrations for storage include Google Drive, Box, Dropbox, OneDrive, and Sharepoint. If a document is linked rather than uploaded, then users will be directed to that location when they open the document in Landscape.
Most organizations choose to upload rather than link, because they are using Landscape as backup storage for vital documents. However, links can be useful if you want to direct users towards working/draft documents.
To link to a document location, first add the document by selecting the paperclip icon, then change the first option to 'link'.
Choose the service that you're going to link to from the next dropdown menu (you may have to first add the service via Settings > Integrations) and then enter the Link url and Document name in the fields that appear. Note that you can also link to public links.
