Each of these categories has a Documents tab. Navigate to the appropriate subject from your dashboard.
Go to the Documents tab
Select Upload
Save the document
Insurance documents can be saved from the Residents Portal when they input their Insurance information. This can be viewed and downloaded by the property management company on the units insurance tab. Property managers do not have the ability to save the document themselves. This must be done by the tenant.
Saving a document to the Tenant or Owners Document tab will allow you to share by selecting the three dot menu and clicking 'Share'.
Sharing Documents with Shared Owners in the Owners Portal
When sharing documents in the Owners Portal, it’s important to share them at the property level, not from the primary owner’s profile.
This is because an owner may have different shared users across multiple properties. If a document is shared from the primary owner’s profile, it will only be visible to the primary owner, not any shared users.
Key points to keep in mind:
Bundled reports:
If you run a bundled report at the property level and select “Share with Owner”, the document will be shared with all owners associated with that property, including both the primary owner and any shared users.Uploaded documents:
To ensure documents are visible to both the primary owner and shared users, they must be uploaded and shared from the property’s Documents page.
How to share an uploaded document correctly:
Go to the Property
Select Property Details
Click on Documents
Upload and save the document
Click the three-dot menu
Select Share with Owner
This ensures the document is shared with all relevant users tied to that property, not just the primary owner.