--- title: Uploading Documents for Onboarding description: Details on how to upload documents and what to share for Occupier abstraction and onboarding --- [Skip to content](https://help.occupier.com/knowledge/uploading-documents-for-onboarding#main-content) English Show submenu for translations [Customer portal](https://help.occupier.com/tickets-view?hsLang=en) ![H-Teal (1).svg\]](https://help.occupier.com/hubfs/H-Teal%20(1).svg) - [Tickets](https://3455891.hs-sites.com/tickets-view) - [Sign out](https://3455891.hs-sites.com/_hcms/mem/logout) Open main navigation Close main navigation - [Tickets](https://3455891.hs-sites.com/tickets-view) - [Sign out](https://3455891.hs-sites.com/_hcms/mem/logout) - English Show submenu for translations - [Customer portal](https://help.occupier.com/tickets-view) Hi there! How can we help? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.occupier.com/knowledge?hsLang=en) 2. 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[Occupier Onboarding & Abstraction](https://help.occupier.com/knowledge/getting-started?hsLang=en#occupier-onboarding-abstraction) # Uploading Documents for Onboarding ### **How should I organize my documents?** At the minimum, we require that you format your uploads by creating folders for each lease agreement and then uploading the relevant documents to their respective lease folder.  ***Example: Two unique lease agreements getting their own folders.*** ![](https://help.occupier.com/hs-fs/hubfs/undefined-Mar-05-2026-06-24-28-9842-PM.png?width=476&height=118&name=undefined-Mar-05-2026-06-24-28-9842-PM.png) Within that lease folder, we request that you separate out any***other documents***in their own respective subfolders within each lease. ***Example: An “images” subfolder to separate storefront photos from relevant lease docs.*** ![](https://help.occupier.com/hs-fs/hubfs/image-png-Mar-05-2026-06-25-04-3563-PM.png?width=477&height=148&name=image-png-Mar-05-2026-06-25-04-3563-PM.png) We find that the folks who have the most successful time transition into the platform tend to be more deliberate in their document organization. Please feel free to create unique folders (like one dedicated to any SNDAs, for instance) and we’ll model this structure as we abstract your data into Occupier. ### **What should I upload?** Occupier abstraction involves the review and capture of your provided **Relevant Documents**. Any **Other Documents** provided will be uploaded to their respective Occupier lease entry and will not be processed for abstraction. | **Relevant documents** are those that impact the data that Occupier captures. These include (but are not limited to): ● Original lease ● Addendums ● Amendments/Extension documents ● Estoppel certificates ● Letters/Emails that modify lease dates, rent schedules, lease terms     | **Other documents** are those related to a specific location but don’t impact the data that Occupier captures: ● Additional Rent Reconciliation Letters ● Site maps ● Photos ● COIs ● Broker Engagement Letters ● Guarantees ● Franchise Agreements ● SNDAs ● Letters of Intent ● “Welcome” packets | | --- | --- |   - [Getting Started](https://help.occupier.com/knowledge/getting-started?hsLang=en#main-content) - [The Basics](https://help.occupier.com/knowledge/getting-started?hsLang=en#the-basics) - [Occupier Onboarding & Abstraction](https://help.occupier.com/knowledge/getting-started?hsLang=en#occupier-onboarding-abstraction) - [User & Team Management](https://help.occupier.com/knowledge/getting-started?hsLang=en#user-team-management) - [Email & Notification Management](https://help.occupier.com/knowledge/getting-started?hsLang=en#email-notification-management) - 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[Lease Accounting Reporting](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#lease-accounting-reporting) - [Importing Data Into Accounting](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#importing-data-into-accounting) - [Allocations](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#allocations) - [Close Books Process](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#close-books-process) - [NetSuite Journal Entry Integrations](https://help.occupier.com/knowledge/lease-accounting?hsLang=en#netsuite-journal-entry-integrations) - [Transaction Management](https://help.occupier.com/knowledge/transaction-management?hsLang=en#main-content) - [Task Templates](https://help.occupier.com/knowledge/transaction-management?hsLang=en#task-templates) - [Filtering](https://help.occupier.com/knowledge/transaction-management?hsLang=en#filtering) - [Custom Categories](https://help.occupier.com/knowledge/transaction-management?hsLang=en#custom-categories) - 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