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Everything in Proprietas hangs off a site. Compliance obligations, leases, issues, work orders, documents and rent all attach to a site (or to a unit within one). Get your sites right and the rest of the app organises itself.

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Sites and Units

A Site is a building or location you’re responsible for. You’ll find them all under Sites in the sidebar. Sites come in two shapes:
  • Standalone: the site is the unit. A single school, office or shop. Every record attaches directly to it.
  • Multi-Unit: the site holds Units, the leasable spaces inside it, such as floors, shops or blocks. Exchange Tower’s twelve floors are one site with twelve units. Records can attach at the building level (a whole-building FRA) or the unit level (a single tenant’s lease).
Each site carries a type (educational, office, care, healthcare, hotel, retail, residential, commercial) and a tenure (owned, leased, licensed, managed). The type drives which compliance regimes get seeded. See Compliance. Sites also hold floor plans. Drop a PDF or DWG, pin assets to rooms, and walk the building in 2D or 3D.

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Adding Sites

1

Let a document create it

The quickest path: drop a commercial lease (or a whole folder of them). Proprietas reads the demised premises, derives the building address, and creates the site automatically, grouping a multi-floor building’s leases into one site with a unit per floor. Certificates do the same: drop a gas cert for a building you haven’t added yet and the site is created to receive it.
2

Add one at a time

Use Add Site on the Sites page, or from Cmd K. Enter the address. Proprietas canonicalises it against the national address database so two spellings of the same building don’t become two sites.
3

Bulk-add a portfolio

Paste a list of addresses into Bulk Add. Each line is verified, de-duplicated by postcode, and multi-floor buildings are auto-grouped into one site with units. Stand up a portfolio in minutes, not days.
4

Set the Responsible Person

Every site has a named Responsible Person from day one: the individual reminders escalate to. Reassign it in a click.

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Adding Units

On a multi-unit site, open Units and choose Add Unit, or drop a lease and Proprietas creates the unit for you. A standalone site with several leasable spaces can be split with Convert to Multi-Unit.

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The Active Site Scope

The most important control in the app is the site scope. Proprietas is portfolio-wide by default, but pick a site from the workspace menu at the top of the sidebar, or open one of its units, and the entire app narrows to it: dashboard, compliance, leases, rent, issues, work orders, documents, even the audit pack and public reporting link.
Your scope is remembered across reloads. When a number surprises you, check the scope first. You may be looking at one unit rather than the whole estate.
The page header shows the site’s name whenever a scope is active, so you always know what you’re looking at. Choose All Sites to clear it.

Floor plans

Plans, room detection and asset pins on each site.

Next: Compliance

How regimes and obligations are seeded against your sites.