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Documents & Forms

Access important community documents securely from anywhere. Your board curates this library to keep residents informed — it can include meeting minutes, architectural guidelines, budgets, forms, and other resources shared by management.

Finding Documents​

Go to Documents in your resident portal. Files are grouped by category — for example:

  • Governing Documents (Bylaws, CC&Rs)
  • Financials (Budgets, Reports)
  • Forms (Architectural Requests, Pet Registration)
  • Newsletters
  • Community resources (documents without a specific category)

Each category is a collapsible card showing how many documents it contains. Every document shows its title, upload date, and a description if the board provided one.

Viewing and Downloading​

Click View / download on any document to preview it in your browser or save it to your device.

In the mobile app, open a document to view the file, save it to your device, or share it with another app when the file is available. If PorchQ shows that a file link is not available or cannot be opened on your device, contact your board or manager so they can confirm the document upload.

Some entries carry a Metadata only badge — these are records without an attached file (for example, a reference to a document kept elsewhere). They have no download button.

Asking Questions About Documents​

You don't have to read 80 pages of CC&Rs to find the fence rules. Ask the AI Assistant instead — it searches the documents your board has shared and answers with citations to the exact sections.

Visibility​

You only see documents the board has shared with residents. If you cannot find a specific document, contact your community manager — they may need to mark it as resident-visible.

When Documents Appear​

There's nothing to refresh or subscribe to: when your board publishes a file for residents, it appears here automatically. If no documents have been shared yet, you'll see "No documents yet."