Mandatory Document Setup

Navigation: Documents
Purpose: To add the Mandatory Condominium Documents to your listings in CONDUIT

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To add mandatory documents to a newly imported Condominium, first you'll need to determine if you require your CONDUIT Administrator to grant you access to the Condominium.

If you have a Staff Account, you will require access granted. 

If you have a Company Account, you will automatically have access. 

Once you have access, simply click Documents at the top of your page.

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Document Configuration

In order to add Mandatory Documents, you will first be required to create file folders within the Documents Configuration page. 

Locate the Condominium you are required to add the Mandatory Documents for, and click the highlighted icon under Documents Configuration.

Click Add Category, and add a File Folder name per Mandatory Document.

If any mistakes are made, you can simply Delete and re-add the Document Category. 

Once the Document Categories are added, you can head back over to the Documents section.

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 Manage Documents

You now have the document file folders created and ready to upload your Mandatory Documents to. Click the highlighted icon below under Manage Documents to start adding your documents. 

You'll now see all of the categories in line with the configuration you've just finalized:

Click on the "Add Document" button, and upload your document.

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Expiration Documents

NOTE: If you require an expiration date, apply this before finalizing the addition of your document. 

To apply this feature, when adding your document, select the Set Document Expiry field. The below two options will appear for your input. Set the Expiry Date along with the Notification Date (when the system will notify you of the upcoming document expiry). 

Once all documents have been added, the Green Checkmark will reflect. 

This means the system recognizes that all Mandatory Documents have been added to their respective file folders, and the Condominium is ready to be enabled for orders.