Here are the frequently asked questions for the topic:
1) Can the document list be downloaded as an Excel file?
Answer: Yes, they can be downloaded as Excel files. From the ‘Document Management’ page, you can clearly see ‘Excel export’ at the top of the list. You can also export it as a CSV file or print it as a PDF file (from the options beside it).
2) What does the ‘Internal’ category mean?
Answer: There are several categories of documents, which are – Federal, Provincial, Internal, Lease, and Other. Internal documents are, therefore, different from the categories mentioned. It can range from anything to do internally between the property manager/owner and the tenant. Examples include – ‘Online Rent Enrollment’ explanations or ‘Condo Instruction Manuals’.
3) What does it mean when a document is private?
Answer: When a document is selected as private, it means that only an admin with proper permissions can view the document. No one else (e.g. tenant, property owner) can view that document. However, if a document is not private, it is viewable to everyone (tenants, property owners, admins).
4) How do you approve a document?
Answer: From the ‘Document Management’ page, go to the rightmost column and select the symbol. This allows you to edit the document. From the editing page, you select (or unselect) the checkbox next to ‘This document is approved. Once this checkbox is selected, the document is viewed as approved.
5) What happens if a document is not approved?
Answer: If a document is not approved, it will not be available in other places for use (e.g. in the creation of a lease). The approval status is displayed on the ‘Is Approved’ column on the ‘Document Management page.
6) Can several documents be uploaded for the same form?
Answer: No, there is only a limit of one document for each form. Uploading a new document for a form overwrites the existing document on the system.