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 […]
Category: 04. Strata Managers
How do I create an account for a Strata Manager?
Strata Manager accounts are created with an active Property Manager account. A Strata Manager account enables the user to upload, move and delete documents. They can also respond to document requests (Form B & Form F) and with some permission, they can edit strata properties and other strata manager profiles. To create a Strata Manager […]
Changing the access for a Strata Owner
You can view the Owners list for a property and edit their details and grant access or lock the account. To do all of that: First, click the ‘Properties’ link on the left side menu bar. Click the micro-menu located to the far right of the property listing. Click on ‘Owners‘ from the drop down […]
Authorizing Owner access to the Portal
When an Owner registers to access their strata, the Property Manager and any Strata Manager assigned to the property will be notified of the new Owner registration request. To authorize the request: Click the link provided in the email. This will take you to the ‘View Property‘ page for the strata the User is requesting […]
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 […]
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 […]
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: […]
How to Add or Remove a Strata Manager from a Property.
To add or remove a Strata Manager from a property you have to edit the Strata Manager Profile settings or the Property Details. Click the Properties tab on the left side menu bar. Click on the property menu and select ‘Edit Property’ On the Edit Property page, go to the tab labeled ‘Managers‘. Click your […]