Article Categories
01. Getting Started
- How To Add A New Property To Your Portfolio
- How do I create an account for a Lawyer?
- How do I create an account for a Realtor?
- How do I create an account for a Property Manager?
- How do I create an account for a Strata Manager?
- How do I create an account for an Unlicensed Assistant?
- How do I create an account for a Notary?
- Creating a Concierge Account
02. Document Management
- Form B Request from Strata Owners
- Request for Letter of Undertaking
- How do rush an order?
- Holiday Calendar
- The ‘Form B Required’ Folder
- Depreciation Report Folder
- Default Due Time For Form B & Form F Requests
- Uploading Documents When Posting an Update
- Move A Document from One Folder To Another
- How do I edit a Form B?
- Change Permissions on a Folder
- Moving Multiple Documents at Once
03. Property Managers
- Request for Letter of Undertaking
- Add a Mailing Address to Your Profile
- How To Invite An Owner to Register
- Registering For A Strata Property With an Invitation
- Holiday Calendar
- The ‘Form B Required’ Folder
- How To Add A New Property To Your Portfolio
- Using the Rental Manager Feature
- Using the Signing Authority Feature
- Change Access From Owner to Strata Council Member
- Depreciation Report Folder
- The Calendar Feature
04. Strata Managers
- Adding a Tenant to a Strata Owner account
- Request for Letter of Undertaking
- Add a Mailing Address to Your Profile
- How To Invite An Owner to Register
- Registering For A Strata Property With an Invitation
- The ‘Form B Required’ Folder
- How To Add A New Property To Your Portfolio
- Using the Rental Manager Feature
- Changing the access for a Strata Owner
- Using the Signing Authority Feature
- Authorizing Owner access to the Portal
- Change Access From Owner to Strata Council Member
07. Strata Owners Portal
- Adding a Tenant to a Strata Owner account
- Form B Request from Strata Owners
- Strata Owner Property Information
- Add a Mailing Address to Your Profile
- Registering For A Strata Property With an Invitation
- iPad and iPhone Users Experiencing Problems View Documents
- Changing the access for a Strata Owner
- Authorizing Owner access to the Portal
- Create Polls with Discussions
- Exporting Requests (Strata Owners)
- The Calendar Feature
- Posting Updates to a Section
08. Self-Managed Strata
- Adding a Tenant to a Strata Owner account
- Form B Request from Strata Owners
- Strata Owner Property Information
- How To Invite An Owner to Register
- Registering For A Strata Property With an Invitation
- iPad and iPhone Users Experiencing Problems View Documents
- Create an Account For A Self-Managed Strata
- Using the Rental Manager Feature
- Create Polls with Discussions
- Change Access From Owner to Strata Council Member
- Depreciation Report Folder
- The Calendar Feature