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 files”
- Files table - Go to Files in the main navigation and click “Upload files” (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 select “Upload files”
Select or drag files
Choose document type
Select property (if required)
- Click the property selection field
- Search by address or property ID
- Select the correct property from the results
Set issued date (optional)
- Filtering files by date range
- Tracking document age
- Compliance reporting
- Chronological organization
Configure visibility (optional)
- Public - File will be visible on your public website (if enabled)
- Private - File will be hidden from public view
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 section
- Tap the ”+” or “Upload” button
Choose your source
- Take photo - Capture a new photo with your camera
- Take video - Record a new video
- Choose from library - Select existing photos or videos
- Browse files - Select documents from your device
Select document type
Set details (optional)
- Add an issued date if relevant
- Toggle public visibility if needed
- Add any notes or comments
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:- Enable public website for your account
- Configure which document types guests can upload (typically just Elevation Certificates)
- Set up any required authentication or property ownership verification
- Customize the upload page messaging and instructions
For residents
Property owners can upload their Elevation Certificates:- Visit your community’s public website
- Search for their property by address
- Navigate to the property page
- Click “Upload Elevation Certificate”
- Select their EC file and submit
Supported file formats
Forerunner accepts these file formats and sizes:| Format | Maximum Size | Common Uses |
|---|---|---|
| 30 MB | Elevation Certificates, permits, reports, forms, correspondence | |
| JPG / JPEG | 30 MB each | Property photos, inspection images, damage documentation |
| PNG | 30 MB each | Screenshots, diagrams, annotated images |
| MP4 | 600 MB | Site videos, inspection walkthroughs, damage documentation |
Batch uploading
Upload multiple files at once to save time: From the web:- Drag multiple files onto the upload area (up to 10)
- Select the document type (applies to all files)
- Select the property if required (applies to all files)
- Click Upload
- Be the same document type
- Attach to the same property (if property attachment required)
- 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 are different document types
- Files attach to different properties
- You need different issued dates or visibility settings
What happens after upload
Immediate actions
- File checks - Forerunner checks file format and size
- Security sanitization - PDFs are flattened 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
Enable offline mode for field staff
Enable offline mode for field staff
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 document type that accepts your file format
- Convert the file to an accepted format
- Contact your CSM to add additional formats to the document type
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