If you have a question you want to ask the person who requested a Form B or a Form F, use the ‘Send Message‘ feature on the order details page. Messages are sent to the recipient using email and SMS text messages (if they have verified their mobile number). The recipient can respond and all […]
Category: 06. Document Sales
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 […]
How do rush an order?
If you want to have documents soon, you can choose between 24, 48 and 72 hr rush requests. Due dates and times are calculated from the time the rush is requested, not from the original time of the order. Please be aware that some property managers have a default 5pm delivery time for all requests. […]
How do I set the cost for Rush orders?
Rush order costs are set by the Property Manager and can be set for 24 hr, 48 hr and 72 hr rushes. Click ‘Settings’ from the drop down found under the profile name for the account (Top of left side menu bar). Under ‘Rush Charges’ set the cost for each rush. Use numeric values (eg: […]