Committee Members and Owners

Profile Settings

• How to Reset the Password for an Account
• Change Notifications Settings
• Update Privacy Settings
• Change Profile and Account Settings

Invoice Processing

• Invoice Processing
• How to Bulk Approve Invoices V 1.0
• Invoice Filters
• How to Approve an Invoice V 1.0

Document Management

• Advanced Document Searching
• Functions and Features of the Document Management System
• How to Generate Financial Reports V 1.0

Work Requests

• How to Request a Quote Adjustment?
• Create a Work Request
• Communicate With a Service Provider on the Discussion Board
• Functions and Features of the Public Page
• How to submit a work request for my building (without a login)
• How to Vote on Quotes for Review

See all 7 articles

Using the Owners Portal

• Overview of the Portal for Committee Members and Owners
• How to Drag and Drop Files
• How to Manage Multiple Building Profiles
• Frequently Asked Questions by a New Building Contact
• Messaging and Chatroom
• Functions and Features of the Building Profile