Building Document Rules V 1.0

Document Rules can be set to determine which categories of documents are automatically shared with specific user types at a building level.

Rules set for an individual building will override sharing rules set for the organisation. Document Rules can be used when a building has a requirement for Committee Members and Owners to view  documents not normally availabe to them based on the organisation settings or to restrict access to documents that would normally be available to them based on the organisation settings.

Organisation Admins and Strata Managers can view and make changes to the Document Rules for an individual building on the Building Profile.

Note: Only the Strata Manager of a Plan and Organisation Admins can update these rules.

Contents

• Access Document Rules
• Add or Change Document Rules

Access Document Rules

Access the Document Rules by going to the Buildings page -Buildings Icon

Search for the Plan Number or Address.

Click the Address of the Building to go to the Building Profile.

Click Building Rules to view existing Document rules

Click the 'Documents' tab.

Add or Change Document Rules

To create a new rule, click the '+' button, add a Description to describe the rule, select the Category, and choose the External Users whom the file is shared with. Then click 'Save'.

Note: 'External Users' = Committee Members & Owners

Delete a Document rule

Hover your mouse over the rule to show the Pencil Icon and 'X' in the top right corner. Click the 'X' to delete the rule from the list.

Make changes to a Document rule

Click the Pencil Icon to change the description, category, or shared users. 

Click 'Save'.

For more information, please see Categories for the Document Management System  

Organisation Admins should contact us with any further questions regarding this process.