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General Community Info and Document Management

The General Info section of your community portal gives you the ability to provide important information about your property. From community hours to site specific documents, your residents will have a go-to section of their portal for property information. 

 

General Community Info

Document Management

 

General Community Info

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Step 1

To edit the General Info section go to Community tab > General Info > select the pencil in the upper right hand corner to edit. Notice your community address will auto populate.

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Step 2

Enter in your office hours. You are able to add multiple time slots for each by by clicking on the blue +. If the office is closed, check the box labeled Closed.

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Step 3

You can add multiple phone numbers per section. 

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In addition to showing under General Info, these phone numbers will also populate under the Quick Links > Phone Numbers. To enable Phone Numbers to the Quick Links menu go to Dashboard > Application Settings > Modules & Features > Toggle "On" Quick Link Phone Numbers > Save Changes.

 

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You are able to edit your community's phone number in this view as well. Changes or additions you make here will also reflect in General Info.

 

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Step 4

There is also a section to provide your residents with additional community information.

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Step 5

Additionally, you have the ability to add extra sections by clicking on the 'Add Block' button. This button creates another area where you can enter more specific information about an amenity or area of the property. 

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Adding Documents to your General Community Info Page

Community Documents is a great feature to organize and post community documents such as newsletters, house rules, and more!

 

Post a Document

Add a Folder

Edit or Delete a Folder or Document

 

 

Post a Document 

Step 1

Go to My Community > General Info.

 

Step 2

Scroll to the bottom of the General Info page to view the Documents section. To add a document click 'Add Document'.

Step 3

Fill out the Add Document Form. You are able to add the document into an existing folder or as as stand-alone document. You are also able to choose the document access by having the document viewable by residents (select Yes) or by staff only (select No). Once you have filled out the form along with the document attached click 'Add Document'.

Step 4

Once a document has been created it will show up in the folder or as a stand-alone document. It will also be posted to the Community Activity Page. Residents opted into receiving the Daily Digest notification will receive an email notification.

 

 

 

Add a Folder

Step 1

Go to My Community > General Info.

 

Step 2

Scroll to the bottom of the General Info page to view the Documents section. To add a folder click 'Add Folder'.

Step 3

Fill out the Add Folder form. Choose a folder access option and a name for the folder. Once completed, click 'Add Folder'.

Step 4

The newly created folder will appear under the Documents section. Clicking on the folder will show the documents posted under the folder.

 

 

Edit or Delete a Folder or Document

Step 1

To edit a document or folder hover your mouse over the document or folder then click on the yellow pencil.

Step 2

Make your changes using the pop up form > Click 'Save Changes'.

 

 

 

Step 3

To delete a document or folder hover your mouse over the document or folder then click on the red X.

Step 4

You will be prompted to confirm you want to delete the document or folder. Click 'Yes - Delete'.

 

 

 

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