Overview
Organize document categories, types, metadata, versions, record links, access history, uploads, bindings, and secure delivery tokens.
Prerequisites
Permissions required
Steps (4)
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1
Configure the document catalogue
Use Document Catalog to organize categories and types appropriate to the workspace.
Tips
Validation
Success criteria
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2
Create and link document records
Create document metadata/version state and link the document to the relevant customer, property, project, payment, or workflow record.
Tips
Validation
- Confirm the expected HomeBridge state is visible and authorized before continuing.
Success criteria
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3
Upload and bind the file
Use the configured File Storage provider for upload and record binding.
Tips
Validation
Success criteria
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4
Verify delivery and retry behavior
Request a delivery token for an authorized document and check FileVault retry state for any transient provider failure.
Tips
Validation
Success criteria
- The HomeBridge record, related context, and downstream automation reflect the completed step.
About this guide
HomeBridge is the customer-property journey engine for real-estate operations. It connects customer identity, project context, property inventory, finance, documents, communications, human work, and customer-facing read models around one governed commercial lifecycle.
Teams can manage project and unit enquiries, brochure/callback/consultation requests, interest follow-up and qualification, waitlists, reservations, eligibility state, commitment-fee requirements, temporary holds, allocation preferences and decisions, assigned properties, ownership and occupancy state, property accounts, payment plans and schedule items, proof submissions, clarification requests, payment confirmations, documents and versions, tasks, timelines, analytics, reports, exports, and operational next actions from one application.
HomeBridge plans communication through In-App, Email, SMS, WhatsApp, Voice and Push channel concepts and dispatches through the configured notification provider. It integrates with workspace-selected providers for identity and profiles, projects and updates, property catalog data, payment processing, file storage, and notification delivery, and also supports case/problem synchronization, audience-provider workflows, EventEnvelope-based domain events, trusted RCP and Handler operations, Bridge v2 connections, and ContextResolver actions.