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Unit document attachment.

We’ve had an owner submit an alteration and indemnity agreement to make a significant change to the strata. How do we track this for future form B’s?

Use the usual process (see help files) for loading a document into the library.

go library

In that process, mark the document as part of the category Council and uncheck the visible to group box.

set up

Save the document as usual and then choose the Directory service.

go directory

When the main directory screen opens, choose Units and the unit screen opens.

go unit

The Unit screen will open and you should click on the particular unit number (not the owner’s name) you to which you wish to attach the document.

choose unit

The individual unit information screen opens and you may click on Edit unit.

edit unit

The edit screen opens and you may click on Related documents.

related docs

A drop down box opens showing the most recent files loaded in the Library. Click on the document you wish to attach to the unit and then click on Update unit and the document is attached. Only members of council and the owner may see these and they will show up in the Form B production process for a new owner.

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