How to add a property photo to the dashboard, so it looks like the screenshot below. Click on the property mini-menu and go to ‘Edit Property‘. Click on the Image tab within the ‘Edit Property’ section. Then click the green ‘Upload Image’ and choose an image. To REMOVE an image that have been uploaded, click […]
Category: 03. Property Managers
Create a Correspondence Print-Out for Meetings
The Correspondence feature allows a council member or property manager to create a print-out of all the correspondence received through the Portal between two specific dates. Those dates could be from the day after your last meeting, to the day before your next meeting. The Correspondence feature only produces print-outs from Discussions and Requests. To […]
Reschedule The Due Date Of An Order
It is possible for a Strata manager to reschedule an order for a future date. Rescheduling an order will notify the person requesting documents of the new due date and time. To reschedule an order from the Order Details page: Click on the mini-menu at the top right corner of the Order Details widget. Next, […]
How To Cancel a Form F
When you cancel a Form F the User is refunded the cost of the Form B (+tax). If you want to refund an entire transaction, use the ‘Cancel Entire Order‘ option. An email notification is automatically sent to the StrataPress admin to process the refund. A conformation is sent to the User once the refund […]
How To Cancel a Form B
When you cancel a Form B the User is refunded the cost of the Form B (+tax). If you want to refund an entire transaction, use the ‘Cancel Entire Order‘ option. An email notification is automatically sent to the StrataPress admin to process the refund. A conformation is sent to the User once the refund […]
How To Cancel An Entire Order.
Cancelling an entire order means that the entire transaction is refunded, which includes all documents and rush charges. If you cancel just a Form B or Form F then only the cost of those forms will be refunded (with tax). An email notification is automatically sent to the StrataPress admin to process the refund. A […]
Approving or Rejecting a Property Transfer Request.
When a Strata Corporation changes management and they chooses to work with another company using StrataPress, the current manager of the property may receive an email notification requesting approval of a property transfer. Follow the link provided in the email to the dashboard or, from your dashboard, click ‘Properties‘ on the left side menu bar. […]
Transferring a Property From One Company to Another
When you try to add a new property that already exists in the StrataPress system, you’ll get one of two messages. This property already exists in your own portfolio. This property already exists in our system and is managed by a different company. #2 is the point at which you can request transfer of a […]
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 […]