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?
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
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