Documents

Documents is a place where all of the documents uploaded on the planner (meetings and events) will be listed and where you can download them. 

There are also two other categories called Statutory and General where any other documentation can be uploaded.

1. Uploading Documents from the Planner and Compliance

Navigation: Community level > Dashboard > Compliance Card

Select the Compliance Card, on the pop-up card you will be able to Upload the Attachment. Documents uploaded on the Planner and Compliance Card will pull through to the Documents page and will be able to be viewed by Trustees and Owners (based on the permissions)

Once the document has been uploaded on the Compliance Card, a paperclip icon will appear on the Planner.

2. Uploading Documents to the other categories

Navigation: Community level > Manage > Documents

To upload any other documents, click on the Statutory or General option, in the top right corner, click on Upload:

Label the document by typing in the Document name, selecting the category, and clicking on Click to select document, to select any file on your computer to upload.

This can be used for the following document:

• Conduct Rules
• Insurance Schedules
• Management Contracts, Security Contacts, etc

Uploading these documents will ensure that all trustees and homeowners will have access to these documents.