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As a contractor how do I send or share documents in Onside?

Share key documents with property owners in Onside

From time to time, after you have been invited to use Onside by a property owner or manager, they may also share documents with you to review or sign.

The guide below will take you through how to access those documents and also share other documents with them, even as a free user.

Note: You will only be able to share documents with clients who have shared a document with you first.

Sharing documents to clients

Before you can start sharing documents, you'll need to be connected with your clients in Onside. To check, as a Company admin, log into your Onside web portal and click 'Companies'.

You'll have two tabs on this page 'My contractors' and 'My clients'.
The difference between the two will mostly depend on how you use Onside. Property managers/owners would add contractors via the 'My contractors' tab. Whereas contracting companies would use the 'My clients' tab.

Companies

My clients

As a contractor, you can't add clients to your 'My clients' list just yet. Property managers/owners would need to add you. Not to worry though, more functionality will be coming to this space in the coming months.

Once your company has been connected to your client's, you'll be able to start sharing and receiving documents in two ways.

Share from your 'My clients' tab

  1. Click 'Companies' in the sidemenu
  2. Go to the 'My clients' tab
  3. Click on the name of your client's company
  4. Click 'Add document'
  5. Select the document(s) you'd like to share or click 'New document' to upload a new one.
  6. Click 'Share documents'.

Coming soon: Share folders with your clients

Share from your Documents page

  1. Click on the document you want to share, then click the 'Share' button
  2. Select the companies you'd like to share the document with
  3. Click 'Share with company'. As easy as that.

Tip: You can also use the quick actions image-png-Nov-11-2025-04-21-50-0727-AM button and share directly from the document's card.

Receiving documents

As a company admin, when your clients send you new documents, you would be notified by email. To access the document:

  1. Click on 'Companies' in the sidemenu
  2. Find and click on your client's company name in the 'My clients' list
  3. Select the 'Their documents' tab
  4. Click on the icon under the document name to preview and download it

As the document version is updated, by default you'll see the most up to date version, but you can always click the icons to see older versions that were shared with you.


If you have any questions or need any help, you can reach us on 0800 ONSIDE (NZ), 1800 112334 (AU), or email Support@onside.co

If you have an idea for an improvement to Onside, you can add it directly to our product board.