There are different ways to share documents with the tenants of a property. One of the ways is through the form management module. Here are the steps:
- Add new or modify an existing form
- Select a property from the ‘Related Property’ drop-down list.
- Make sure to check ‘This document is approved.’
- Make sure ‘This document is private’ is unchecked
- Make sure there is no ‘Expiration Date’ or a valid ‘Expiration Date.’
- Make sure the document status is ‘Approved.’
- Save the form
The document will be visible under the “Documents” section in the tenant portal.