What it's forOne place for scheme documents that the AI can quote from, residents can read, and that warns you before things expire.
Who it's forStrata managers, committee liaisons and administrators.
Step by step
- Step 1: Upload a documentStrata & committee › Library. Choose a PDF, Word, text or image file (under 4 MB), give it a Title, Type (By-laws, Minutes, Contract, Policy, Insurance, Other), Scheme, Folder and Tags.
- Step 2: Share with residentsTick Residents can get answers from this document in the portal for by-laws and similar. Owners also see it under Documents in the portal. The Residents column toggles Visible or Hidden.
- Step 3: Expiry datesAdd Expires or renews on for insurance and contracts. Documents count as Expiring in 60 days and then Expired.
- Step 4: New versionsUse New version to replace a document. The old one is archived (Show old versions) and the AI only quotes the current one.
- Step 5: TemplatesOn the Templates tab press New template: Name, Used for (Email reply, Notice, Work order, Levy reminder, Other) and Text. Insert them in replies; the AI uses them in drafts.
Common problems
Can I search inside documents?
Yes, on the Premium plan.
Previous and next follow the Strata & committee section.