Document Rules can be set to determine which categories of documents are automatically shared with specific user types at a building level.
Only the Strata Manager of a Plan and Organisation Admins can alter these rules.
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.
Building Managers can view the Document Rules on the Building Profile.
Access Document Rules
Building Managers can access the Document Rules by going to the Buildings page Buildings Icon and searching for the Plan Number or Address. Click the Address of the Building to go to the Building Profile.
To view the Document Rules, click the 'Building Rules' link.
Then click the 'Documents' tab.
Building Managers should contact us with any further questions regarding this process.
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