> ## Documentation Index
> Fetch the complete documentation index at: https://help.urbee.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sites

> A Site is one property. It collects every Study, item and document for that address.

A **Site** is one property: one address in one jurisdiction. Everything about
it lives on its Site page: the Studies you've run there, their items, and the
Site file of documents.

## How a Site is created

You don't create Sites by hand. **A Site is created automatically the first
time you start a Study at an address.** Later Studies at the same address are
filed under the same Site, even if one entry includes the ZIP code and
another doesn't.

## Find a Site

**Sites** in the sidebar lists every property in your workspace. Search by
address, name or parcel, filter by **Jurisdiction**, and click a row to open
the Site. Each row shows how many Studies it has and how complete its Site
file is.

## The Site page

* **Site facts**: the governing district, overlays and lot size from the
  most recent completed run, with citations. They appear once a run has
  finished.
* **+ New study**: starts a new Study with this Site's address and
  jurisdiction filled in.
* **Studies**: one card per Study, showing its status, determination and
  confidence, target milestone, readiness tracker, and deliverables. Click
  **Open study** to go to it.
* **Compare programs**: when a Site has two or more Studies, a table shows
  which filings each one triggers (**Required**, **Not required** or
  **Undetermined**) side by side.
* **Site file**: the property's documents (see below).

### Study stages

A Study starts as a **Study**. Use **Promote to Project** when the work goes
ahead; the next run then starts a submittal plan. Use **Mark not pursued** to
set a Study aside, with an optional reason. **Revive as Project** brings it
back.

### Alternatives

Once a Study has a Program, **Add an alternative** creates a second Study on
the same Site that starts as a copy of its numbers, for example
"Renovation + addition". Compare alternatives in **Compare programs**.

## The Site file

The **Checklist** view organizes documents into seven categories: Title &
Ownership, Survey & Boundary, Environmental, Geotech & Soils, Utilities,
Municipal Records, and Tax & Assessor. Each shows **Complete**,
**Needs update** or **Missing**, and missing document types appear as slots
you can fill.

Add documents with:

* **+ Upload**, or drag a file onto a slot. After uploading you can set the
  name, **Valid until**, **Effective date**, how often it **Renews**, the
  **Owner**, and a link to a Study item.
* **Add URL** to link a document by address. Urbee doesn't fetch it.
* **Paste screenshot**.
* **Import ▾ → Email documents in**. See
  [Email documents into a Site](/guides/email-documents).
* Dropping a whole folder at once. Files land as Uncategorized, and you can
  categorize them afterwards.

Documents keep versions. Use **+ New version** to replace one, and expired
documents are flagged **Expired**. The **All documents** view lists
everything, with **Preview**, **Download**, **Rename**, **Move to slot**,
**Add version**, **Add to firm knowledge** and **Remove**.