Uploading from the web
The web interface provides the most flexible upload experience with drag-and-drop support.Navigate to the upload location
- Object Information Panel - Navigate to a property or custom object, click the Files tab, then click Upload (or Add > Upload file if your account has file templates)
- Files table - Go to Files in the main navigation and click Upload Elevation Certificates (this button only shows if your account uses Elevation Certificates, and only Elevation Certificates can be uploaded this way)
- Records - Navigate to a record that has a Document Upload field and click “Upload files”
- Map - Click on a property or custom object on the map to open the Object Information Panel, then click Upload in the Files tab
Select or drag files
Choose a file type for each file
Set issue date (optional)
- Filtering files by date range
- Tracking document age
- Compliance reporting
- Chronological organization
Click Upload files
- Upload progress for each file
- Processing status
- Any errors or warnings
Uploading from mobile
The Forerunner mobile app lets you upload files from the field, including photos captured directly with your device camera.Open the property or object
- Navigate to the property or custom object
- Tap the Files tab
- Tap the add button. If your account has file templates, choose Upload
Choose your source
- Take a photo - Capture a new photo with your camera
- Record a video - Record a new video
- Choose from library - Select existing photos or videos
- Choose from files - Select documents from your device
Choose a file type
Set details (optional)
- Add an issue date if relevant
Tap Save
Upload from public website
If your account has the public website enabled, property owners and residents can upload their own Elevation Certificates.For staff
Work with your Customer Success Manager to turn this on. It’s controlled by the admin-only Allow elevation certificate uploads setting, which adds an Elevation Certificate record type that residents can fill out from your public website.For residents
Property owners can upload their Elevation Certificates:- Visit your community’s public website
- Open the menu at the top and go to the record category
- Pick the Elevation Certificate record type
- Add their EC file and submit
Supported file formats
Forerunner accepts these file formats and sizes:Batch uploading
Upload multiple files at once to save time: From the web:- Drag multiple files onto the upload area (up to 10)
- Pick a file type for each file
- Add an issue date for any file that has one
- Click Upload files
- Attach to the same property or object
- Meet file format and size requirements
- Multiple photos from the same inspection
- Several pages or documents for the same property
- A collection of related reports or forms
- Files attach to different properties
What happens after upload
Immediate actions
- File checks - Forerunner checks file format and size
- Security sanitization - PDFs are selectively sanitized to remove dangerous elements while preserving accessibility tags, and images have EXIF data stripped to remove potential security risks
- Storage - Files are stored securely in cloud storage
- Database record - A DocumentUpload record is created with metadata
- Property linking - File is associated with the selected property or object
Automatic processing
For Elevation Certificates:- AI-powered OCR extracts text from the PDF
- Data extraction identifies key fields like address, elevation, flood zone
- Automatic geocoding links the EC to the correct property
- Extracted data becomes searchable and reportable
- Files are immediately available for viewing and downloading
- No additional processing occurs
- Files appear in searches and filters right away
Availability
Your uploaded files are immediately accessible:- Files table - Find files using search and filters
- Object Information Panel - View files on the object’s Files tab
- Map - Access files from the Object Information Panel on the map
- Public website - Non-hidden files appear on public portal (if enabled)
- Mobile app - Files sync to mobile devices for offline access
Best practices
Name files clearly before uploading
Name files clearly before uploading
Set issued dates for dated documents
Set issued dates for dated documents
Review visibility settings
Review visibility settings
Use consistent document types
Use consistent document types
Compress files when possible
Compress files when possible
Upload from the right location
Upload from the right location
Use mobile for field work
Use mobile for field work
Offline uploads work automatically
Offline uploads work automatically
Troubleshooting
My upload failed with a size error
My upload failed with a size error
- PDFs: Use Adobe Acrobat or online PDF compressors to reduce file size
- Images: Resize images to lower resolution or use JPEG compression
- Videos: Use video compression software or split into shorter segments
My upload failed with a format error
My upload failed with a format error
- Verify the file extension matches the format (e.g., .pdf for PDFs)
- Try a different file type that accepts your file format
- Convert the file to an accepted format
- Ask a Manager to add the format to the file type in account settings (see Managing file types)
The upload is taking a very long time
The upload is taking a very long time
- Check your internet connection speed
- Close other browser tabs or applications using bandwidth
- Try uploading during off-peak hours
- Use a wired connection instead of Wi-Fi if possible
I uploaded to the wrong property
I uploaded to the wrong property
- Find the incorrectly uploaded file
- Click the delete/trash icon
- Confirm deletion
- Re-upload to the correct property
I selected the wrong document type
I selected the wrong document type
My mobile upload is stuck in the queue
My mobile upload is stuck in the queue
- Ensure you have an active internet connection
- Check that the Forerunner app has permission to use cellular data
- Try manually triggering a sync from the app settings
- Close and reopen the app to retry the upload
I can't see the file I just uploaded
I can't see the file I just uploaded
- Wait a moment and refresh the page
- Check that you’re viewing the correct property
- Verify the document type filter in the Files table isn’t hiding the file
- Clear any saved view filters that might exclude recent uploads
- Check with other users to ensure it’s not a permissions issue
I want to upload more than 10 files at once
I want to upload more than 10 files at once
- Upload in multiple batches of 10
- Contact your Customer Success Manager about bulk upload tools
- Use CSV-based bulk upload if available for your account
- Consider Google Drive integration for very large batches