Association > Manage Associations - Documents Tab


Use this Tab to upload, view or delete important documents for the Association. 


This page allows for important documents to be uploaded for easy access and review and to add additional details. You can also delete documents and edit details. 


NOTE- Prior to uploading documents, the Document Types must be set up on the Manage Firm Document Category page. CLICK HERE for more information. 


Add A Document


Step 1. Click the Add Document hyperlink.



Step 2. Complete the fields in the Association Document window. 


  • Title- Enter a Title for the document.

 

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


NOTE- Document Categories are set up on the Manage Firm Document Category page. CLICK HERE for more information. 


  • 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- Check if this document has been published to the Portal. 



Step 3. Click the Save button to finalize. 



View a Document


Step 1. Use the Search Filters to locate the document you need. 


Step 2. Click the hyperlink to open the document. 



Delete a Document


Step 1. Use the Search Filters to locate the document you need. 


Step 2. Click the Trash icon to delete the document. 



Edit Document Details


Step 1. Use the Search Filters to locate the document you need. 


Step 2. Click the Pencil icon to open the record. 



Step 3. Edit details as needed. 



Step 4. Click the Save button to update the record.