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 […]
Category: 03. Property Managers
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 […]
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 […]
Default Due Time For Form B & Form F Requests
Orders placed on StrataPress are based on a 24 hour cycle, meaning that an order placed at 10:15 am will be delivered at 10:15 am on the date that it is due. This setting will enable you to have ALL REQUEST DUE AT 5PM on the day that it is due. Go to your profile […]
Using the Signing Authority Feature
The Signing Authority feature is designed to enable an unlicensed office manager the ability to prepare a Form B or Form F Certificate and have it reviewed and approved by a licensed Strata Manager. The Licensed Strata Manager will require a StrataPress account for this feature. In the Profile Settings for the Strata Manager, check […]
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: […]