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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 Strata Manager?
  • 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 Lawyer?

02. Document Management

  • The ‘Form B Required’ Folder
  • Request for Letter of Undertaking
  • Holiday Calendar
  • How do rush an order?
  • Default Due Time For Form B & Form F Requests
  • How do I edit a Form B?
  • Depreciation Report Folder
  • Move A Document from One Folder To Another
  • Uploading Documents When Posting an Update

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 do I set the cost for Rush orders?
  • How To Invite An Owner to Register
  • Transferring a Property From One Company to Another
  • Approving or Rejecting a Property Transfer Request.
  • How To Cancel An Entire Order.
  • Registering For A Strata Property With an Invitation
  • How To Add A New Property To Your Portfolio

04. Strata Managers

  • The ‘Form B Required’ Folder
  • Request for Letter of Undertaking
  • Using the Signing Authority Feature
  • How do I set the cost for Rush orders?
  • How To Invite An Owner to Register
  • Changing the access for a Strata Owner
  • How to Add or Remove a Strata Manager from a Property.
  • Authorizing Owner access to the Portal
  • How do I create an account for a Strata Manager?
  • Registering For A Strata Property With an Invitation
  • How To Add A New Property To Your Portfolio
  • Posting Updates to a Section

05. Realtors, Lawyers & Notaries

  • 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?
  • iPad and iPhone Users Experiencing Problems View Documents
  • How do I create an account for a Lawyer?

06. Document Sales

  • The ‘Form B Required’ Folder
  • Request for Letter of Undertaking
  • Holiday Calendar
  • How do rush an order?
  • How do I set the cost for Rush orders?
  • Depreciation Report Folder

07. Strata Owners Portal

  • Changing the access for a Strata Owner
  • Authorizing Owner access to the Portal
  • iPad and iPhone Users Experiencing Problems View Documents
  • Registering For A Strata Property With an Invitation
  • Posting Updates to a Section
  • How to Add a Property Photo to the Dashboard

08. Self-Managed Strata

  • How To Invite An Owner to Register
  • How do I edit a Form B?
  • iPad and iPhone Users Experiencing Problems View Documents
  • Registering For A Strata Property With an Invitation
  • Create an Account For A Self-Managed Strata
  • Adding Documents For Self-Managed Stratas
  • Depreciation Report Folder
  • Change Access From Owner to Strata Council Member
  • Move A Document from One Folder To Another
  • Self-Managed Strata – How to Process a Form B Request
  • Add a Property Photo to the Dashboard
  • Create a Correspondence Print-Out for Meetings

Rental Managers

  • Using the Rental Manager Feature

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    Popular

    • 01. Getting Started 7
    • 02. Document Management 9
    • 03. Property Managers 37
    • 04. Strata Managers 32
    • 05. Realtors, Lawyers & Notaries 5
    • 06. Document Sales 6
    • 07. Strata Owners Portal 6
    • 08. Self-Managed Strata 20
    • Rental Managers 1

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