Association
Association > Manage Associations - Workflow Tab Use this Tab to assign Firm Level Workflows to the Association. A Workflow is a sequence of ac...
Thu, 26 Jan, 2023 at 7:04 AM
Association > Manage Associations - Committee Tab Use this Tab to Add or Edit Committee Members Step 1. Select the correct Committee from th...
Wed, 8 Feb, 2023 at 12:00 PM
Please see below New Association Set up Tasks. Also, please see New Association Template Workbook for use on the Import Data page.
Wed, 1 Feb, 2023 at 3:40 PM
Association > Manage Associations - Violations Tab Use this Tab to establish default parameters for Violations. A Violation occurs when an Owner...
Wed, 26 Apr, 2023 at 6:27 AM
Association > Manage Association Learn how to link Owner information to the Map. Step 1. Navigate to Association > Manage Association. St...
Tue, 25 Apr, 2023 at 10:45 AM
Association > Association Insurance Learn how to add and manage Insurance Policies, Carriers and Types. Adding and managing Association Insuran...
Thu, 19 Jan, 2023 at 7:57 AM
Association > Manage Associations - Documents Tab Use this Tab to upload, view or delete important documents for the Association. This page all...
Tue, 7 Feb, 2023 at 10:52 AM
Reports > Management - Management Tab Run a report to view Insurance policies for an Association or group of Associations. Step 1. Navigate to...
Wed, 25 Jan, 2023 at 1:49 PM
Association > Manage Associations - Map Tab Use this Tab to create a community map with locations of each unit. The Map Tab uses GPS coordinate...
Mon, 31 Jul, 2023 at 10:43 AM
Firm > Manage Types > Manage Association Service Type Use this page to set up Service Types for Association Management. Service Types are used ...
Thu, 26 Jan, 2023 at 9:51 AM