This section will take you through adding the key information for your building that will make your portal complete.

This page will show you how to:

1) Add a building picture for the portal

2) Add building details (this is a quick tool to turn lots of posts on)

3) Add important documents for your end-users

Adding a picture of your building 

Go to Core data > Organisation Pictures

This may be pictures of the building or something like a logo

Click the Edit or upload 

and click ok

looks like this

Adding Building Details 

Most of our portals for Managing agents have a Building details section 

This process can turn on 30 posts in 5 minutes

This will show you how.

Important Documents 

Every Building has a set of documents your owners want to access. You can add them as posts and the owners can self serve and access them via your portal. You are effectively adding a post, you check out the guide here.

We have two ways to add documents, most customer have the Document Library live. If you do, please check out this guide.  DOCUMENT LIBRARY

For customers on Older versions 

This is a quick guide just for building documents.

Go to postings > All Postings and click "add a post"

Start to type "Documents" in the topic and your headings will appear

Update the orange boxes below and click the green one to edit a little bit more

We recommend these settings

Below is the post in the portal

PC View

Mobile/tablet view

Great Job - You are now ready to invite your end-users.