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Owner Documents

Upload and store documents for your owners

Joseph Alvaro avatar
Written by Joseph Alvaro
Updated over 2 weeks ago

Each owner profile contains a Documents tab where you can store various documents to share with your owners. The owners can view the documents you store here by logging into their Lodgix account. Property managers may wish to store receipts / invoices in the owner account. Pretty much any type of file can be uploaded into the owner account allowing the owner to login and view those files.

Owner Statements

Owner statements generated from the application will show up in the owner account if the "Save to Owner Account" option was selected at the time the statement was generated. This means that when the statement is downloaded or emailed, a copy will also be automatically be stored in the owners documents section.

Signed Rental Agreements

There is an option in the Owner Documents interface to automatically store a copy of all signed rental agreements in the owners documents section...

Owner Documents Interface

  1. Navigate to the Documents tab of the owner interface

  2. Choose if you want to display signed rental agreements to the owner

  3. Create a new folder

  4. Rename a selected file

  5. Delete a selected file

  6. Upload files

  7. Archive files by creating a .zip file

  8. Upload to All Owners - Upload a file that will be stored in ALL owner accounts. For example this would be useful if all properties are in the same condominium complex and you need to provide updated bylaws to all your owners.

  9. Browse your file system folders

  10. Documents stored within each folder are displayed here

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