Portal-  Documents Tab - Manage Folder Icon

Learn how to create and manage documents on the Portal.


A portal folder is a document folder created within the uManage side of the system that will also display on the homeowner portal. This allows for easy sharing of documents throughout an entire firm. To set up these folders, there are a few steps:


  • Establish Portal Document Folders - This folder is the connection between the portal and the uManage system


  • Create Firm Portal Folders - This is where the portal document location is housed and then the uManage firm documents are then pushed to the portal using this location 


  • Add Document Categories - These are the unique identifiers of the type of documents that are displayed 


Add Portal Document Folders


Step 1. Log in using an Admin account for the corresponding Association. You can locate Admin accounts on the Find Logins page at Portals > Community Link > Find Logins. CLICK HERE for more information. 


Step 2. Select the Documents Tab. 



Step 3. Click the Manage Folders tab.


Step 4.  Click “Main Folder” from the list. 


Step 5. Enter a name for the New Folder. 



Step 6. Click the Add Folder button to finalize. 


Create a New Firm Portal Folder


Step 1.  Go to Firm > Manage Firm Portal Folder. 


Step 2. Click the Add Item button.



Step 3. Enter a Title for the Portal Folder. 



Step 4. Click the Save button to finalize.

 


Add New Firm Document Categories


Step 1. Navigate to Firm > Manage Firm Document Category.


Step 2. Click the Add Item button.


Step 3. Enter a Title for the new Document Category. 


Step 4. Select the Portal Folder from the drop down menu where you want the New Category to show.



Step 5. Click the Save button to finalize the new category.



Add Portal Documents (in uManage)


Step 1. Navigate to Association > Manage Associations.


Step 2. Use the Search filters to locate the Association you are working with. 


Step 3. Click the Pencil icon to open the Association record. 


Step 4. Click the Documents Tab.



Step 5. Click the Add Item button.


Step 6.  Complete the fields in the Association Document window and be sure to check the Published box at the bottom so the Document will appear on the portal.


  • Title- Enter a Title for the document.

 

  • Category- Select the correct Document Category from the drop down menu. 


  • File Name- Use the Select button to locate the document on your computer. The File name will Auto-fill from the document name. 


  • Start Date- Select a Start Date for the document, if applicable. This field can be used for Insurance Policies or other agreements with set terms. 


  • End Date- Select an End Date for the document, if applicable. This field can be used for Insurance Policies or other agreements with set terms. 


  • Recording Date- Enter the Recording Date for the document. This field is used for documents that require recording in County Records. 


  • Recording Data- Enter the Recording Data for the document. This field is used for documents that require recording in County Records. 


  • Published- Click this box to allow the document to be viewed on the Association Portal.



Step 7. Click the Save button to finalize the new Document. 


You will now be able to view the document on the portal in the corresponding portal location.