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Building

Units, board decisions, the logbook and your building documents

27 articles in 4 sections

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  • Units and Residents14Your unit list, residents and pet registration
  • Board Decisions3Raising a decision, attaching documents and voting on it
  • Logbook and Notes6Capturing what happened in the building and keeping it findable
  • Documents4Bylaws, governing documents and sharing files

Units and Residents

14 articles

Your unit list, residents and pet registration

  • Bulk Invite and Send Reminder

  • Filtering and Searching Units

  • How to filter units with the search bar

  • How to Import Locations and People

  • Import Errors and What They Mean

  • Importing Locations and People: An Overview

  • Location Import: FAQ

  • Pet Registration: Weight & Breed

  • Preparing Your Import File

  • Reading Your Import Report

  • Seeing what a unit owes, and finding units fast

  • The Pre Import Checklist

  • View and Manage Units

  • What Happens When You Import, and Who Gets Notified

Board Decisions

3 articles

Raising a decision, attaching documents and voting on it

  • Attach Supporting Documents to a Decision

  • Create Your First Board Decision

  • Vote on a Pending Decision

Logbook and Notes

6 articles

Capturing what happened in the building and keeping it findable

  • Attach Documents to Notes

  • Create and Manage Logbook Notes

  • Create Notes Faster: Drag-and-Drop, Keyboard Shortcuts, and Batch Add

  • Pin Important Notes

  • Tag a Property and Pin the Notes That Matter

  • Use Comments on Notes

Documents

4 articles

Bylaws, governing documents and sharing files

  • Create and Manage Documents

  • Documents

  • Share Financial Documents

  • Upload Bylaws and Governing Documents

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