Notices, documents & messages
Share documents
Upload reports, rules and contracts, control who sees them, keep versions and see who opened them.
ManagersUpdated
- Step 1: Go to Community › Documents and press Upload document. Owners, admins, managers and board members can upload.
- Step 2: Drop a file (PDF, Word, Excel, OpenDocument, text, CSV or an image; up to 50 MB). The title is filled in from the file name.
- Step 3: Pick a Category: Annual report, Financial statement, Budget, Minutes, House rules, Contract, Insurance or Other.
- Step 4: Optionally set a Period and limit it to one Building.
- Step 5: Choose Who can see it and upload.
| Visibility | Who sees it |
|---|---|
| Managers | Office staff only (owners, admins, managers, accountants and staff) |
| Board | Office staff plus board members |
| Residents | Everyone, including the resident app (default) |
Versions and access log
- On a document's page, Upload new version replaces the current file; older versions stay available.
- Access shows how many times it was opened and by whom, for the latest 50 opens. Only staff see this.
- Archive hides a document from residents. Restore brings it back.
Answers from your documents
Ask the document library at the top of the page answers questions from your documents, with links to the sources. The Answers column shows whether each document is searchable. See Ask questions about your documents.
Was this helpful?
Your answer stays on this device.