Adding or Changing a Status Certificate Document

Navigation: Documents > Document Configuration
Purpose: To maintain the Mandatory Status Certificate documents 

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Document Configuration

The Document Configuration page allows you to create the required file folders where you can upload and store your Mandatory Documents.

To add a Mandatory Document File Folder for your Condominium, navigate to Documents > Document Configuration.

NOTE: If you see an exclamation point icon, it means that not all Mandatory Documents have been uploaded for the Condominium (as shown above).

Click Add Category > name the File Folder for the new Condominium document > click Update.

Now you will have the newly added File Folder to upload your document to.

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Adding Mandatory Documents

By clicking "Return", you will be brought back to the Documents page. Now click Manage Documents.

Next, you will have the option to Add a Document by clicking the Add Document Icon (shown below)

To Upload the Document, click Browse to select your document.

Finally, select Upload to finish uploading your Document.

NOTE: If you are uploading a document that is on schedule to be replaced, you can set a Document Expiration to notify you and your team in advance. 

Always be sure to Save your changes.