Association > Setup > Copy Association


Use this page to copy association settings to a newly created association.


Step 1. Navigate to Association > Setup > Copy Association.

 

Step 2. Check the boxes for all the settings you want to copy.


  • ARC, Violation and Work Order Types- Types are established to allow quick entry of Violations, ARC’s and Work Orders by selecting a pre-established category from a drop down menu, for example, some Violation Types might be; Landscaping, Debris, Repairs etc…


Click links below for more information:


Manage ARC Type

Manage Violation Type

Manage Work Order Type


  • ARC, Violation, Work Order, Task and Board Task Notifications- These are pre-established email notifications sent out when specific steps or stages in a process occur. 

CLICK HERE for more information. 


  • Violation and Work Order Locations - These are pre-established locations on the property to allow for better description of a Violation or Work Order, such as SE side, Back Yard, Front Easement etc…


Click links below for more information:


Manage Work Order Location

Manage Violation Location


  • ARC Preferences- This information is copied from the Preferences section of the Association - ARC Tab. CLICK HERE for more information. 


  • Adjustment/NSF Settings- These are the internal settings used by the system when an NSF or move payment is processed. 

    • CLICK HERE for more information about the NSF feature. 

    • CLICK HERE for more information about the Move Payment function.


  • Move Payment Intra-Association Setting- This establishes the internal settings used by the System when a payment is moved to a different account within the SAME Association. 

CLICK HERE for more information. 


  • Move Payment Inter-Association Setting-This establishes the internal settings used by the System when a payment is moved to a different account in a DIFFERENT Association. 

CLICK HERE for more information. 

  

Step 3. Select the To and From Association information. 


  • From Association- Select the Association from which the settings will be copied. 

  • Into Associations- Select the Association(s) into which you will copy settings. Use the up arrow to move the Association from the All Associations pane, to the Into Associations pane. 

  • Association Type- Select a Type from the drop down menu to limit results by Type.

  • All Associations- Select Associations from this list to the Inot Associations pane. 

 

Step 4. Click the Save button to finalize.