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