The “Form F: Certificate of Payment” provides information on whether the owner of a strata lot owes money to the strata corporation. The Form F is required by the Land Title Office when transferring a strata property to a new owner. Any registered Strata Owner can request a Form F certificate from their property management […]
Category: 02. Document Management
Moving Multiple Documents at Once
You can move any single document currently simply by right-clicking on the document and choosing ‘Move Document’ and then selecting the folder from the drop-down menu that you want to move it to. To move multiple documents from the same folder, to another folder, these are the steps: First, change the document view to ‘List […]
Form B Request from Strata Owners
In British Columbia, a Strata Corporation Form B is a legal document that provides important information about a strata corporation. The Form B is also known as the “Information Certificate” and is typically prepared by the strata corporation’s property manager or strata council. A Form B is used by lenders to assess the financial viability […]
Change Permissions on a Folder
If you want to create a private folder for council members, or for any other reason, use the permissions control feature for the folder. Creating a ‘Council Only’ folder: In the root directory, click the blue ‘+’ button next to the breadcrumb directory list. Name the folder ‘Council Only’. Right-click on the folder and exclude […]
Uploading Documents When Posting an Update
It’s now possible to automatically upload a document that you are sending in an Update. (Not available for self-managed stratas) The document will be uploaded to the folder of your choice, and sent to Strata Owners in an Update, in one step. To do this: Create an Update. Attach a document (Add Attachments). Once the […]
Move A Document from One Folder To Another
Property Managers, Strata Managers and Strata Council members can move single documents from one folder to another. Find the document you want to move. Right-Click on the document and choose ‘Move Document‘. Use the pop-up window to select the folder you want to move the document to. Click on ‘Move It‘.
Depreciation Report Folder
When a new property is added to your portfolio, one of the default folders provided is for the Depreciation Report. Inside the ‘Depreciation Report‘ folder is the ‘Archived Depreciation Reports‘ folder. Place your CURRENT Depreciation Report in the ROOT directory, NOT the Archived Depreciation Reports folder. Place ONLY the current Depreciation Report in the root […]
Request for Letter of Undertaking
A Letter of Undertaking is an assurance by one party to another party that they will fulfill the obligation that had been previously agreed on, but not written into a contract. A letter of Undertaking can be requested from the person who requested a Form F from a Property Manager. The request can also be directed […]
Holiday Calendar
This setting is only available in the ‘Property Manager’ account. The Holiday Calendar enables the Property Manager to block off days that the office is closed and no requested documents will be due. Standard holidays are already marked. The calendar can be set 12 months in advance. From the dashboard, go to Account Settings under […]
The ‘Form B Required’ Folder
By default, every Strata Corporation will have a folder called ‘Form B Required‘ Any PDF document you put in this folder will be attached to a Form B Certificate request. (These documents can’t be removed from a Form B order.) Simply upload the document to the folder. This folder is not visible online outside of […]