An overview of how to access and upload Legal and Property information for your Block
In Company Info you can access all the information relevant to your Block, sorted into Legal and Property documents. Having all your company documents in one place makes them easier to find and helps you stay up to date and compliant.
To upload the documents for your block, select the relevant category (for example Accounts, or Copy Leases) then click on the Action icon to the right.
That will take you through to the main document management screen, you can also view and send messages from here, make notes, review what’s outstanding and what’s been paid (refer to the Lists article for more on how to manage lists), and set tasks with reminders to prompt you when a renewal or payment is due.
To add your document, click on the Files tab, which is the last one on the right. This Files Upload article will talk you through the steps.