# Property Management Folder Template

Organize documents by property, then unit or tenant, then category. Copy this into
your shared drive or document system.

## Folder structure

```
Properties/
  {Property-Name}/
    _Property-Level/        (deeds, insurance, tax, common-area)
    {Unit-or-Tenant}/
      01_Leases/
      02_Inspections/
      03_Maintenance/
      04_Financials/
      05_Correspondence/
```

## File naming pattern

```
{YYYY-MM}_{Property}_{Unit-or-Tenant}_{DocType}.ext
```

Examples:

```
2026-04_Northgate-Apts_Unit-3B_Lease.pdf
2026-04_Northgate-Apts_Unit-3B_Move-In-Inspection.pdf
2026-04_Northgate-Apts_Unit-3B_Maintenance_HVAC-Invoice.pdf
```

## Rules

- Lead with year-month for property documents (you rarely need the day).
- Property second, unit or tenant third, so a single property is one browsable folder.
- DocType is one of: Lease, Renewal, Inspection, Maintenance, Invoice, Notice,
  Application, Correspondence.
- Keep one consistent property and unit naming scheme across the whole portfolio.

Generated with Sortio. See https://www.getsortio.com/blog/organize-property-management-documents