Activities > Find Account - Documents Tab or 


Dashboard > Account Search - Documents Tab


Use this Tab to view, add and edit Documents.


Add a Document


Step 1. Locate the Owner Account you need to work with using the Account Search feature on the Dashboard, or via Activities > Find Account. 


Step 2. Click the Document Tab. 


Step 3. Click the Add Document hyperlink. 

Step 4.  Complete the Document window. 


  • Association- This field defaults, review for accuracy.

  • Account- This field defaults, review for accuracy.

  • Contact Type- Select Owner or Tenant from the dropdown menu.

  • Name- Enter the name of the Document. 

  • File Name- Upload a file, if applicable. 

  • Access Type- Check the type of access granted, or if access is denied. 

  • Type- Select the Document Type from the dropdown menu. 

  • Gate Pass Notification- Check to enable Gate Pass Notification. 



  • Start/End Date- Enter Start and End dates for Document access.

  • Day of the Week- Check all days of the week that apply to Document access.



Edit Document Note


Step 1. In the Find Account-Document Tab, click the Edit Document Note hyperlink.

Step 2. Enter the new Document Note.   

Step 3. Click the Save button to finalize.



Edit a Document


Step 1. In the Find Account-Document Tab, click the Pencil icon for the Document you need to edit.



Step 2. Make changes in the Document window, as needed. 


Step 3. Click the Save button to finalize.



Delete a Document


Step 1. In the Find Account-Document Tab, click the Trash icon for the Document you need to delete.



Step 2. Click Confirm in the confirmation window.