We’ve introduced a new enhancement that allows Property Managers to upload and attach relevant documents when submitting a New Company form for approval. This streamlines the verification process for Trust Accountants and ensures key company details are easily validated. 

How to Use

1. Complete New Company form details and upload documents

• As a Property Manager user, navigate to Companies > New Company and complete the new company details.
• Go to the Contacts and Documents tab.

• Click the + Add Document icon.
• Enter the Document Title and Description.
• Click Attachment and select a PDF file to upload or enter a hyperlink.
• Click Submit. 

• Multiple documents can be uploaded by repeating the Add Document process.
• To edit a document’s description, click the edit pencil icon, update the Document Title or Description, and click Save Document Details.
  •    To delete a document, click the edit pencil icon, click the red X icon next to the document, then click OK to the warning message. 

2. Submit the Form

• Ensure all required fields and attachments are included.
• Click on the New Company tab
• Click Submit on the bottom right to submit the form for Trust Accountant approval.

3. Trust Accountant Review

• As a Trust Accountant user, go to Dashboard > Companies > click the View icon next to Companies.
• Click on View on an unprocessed new company.
• Trust Accountants can access attachments directly from the submitted form under the Contacts and Documents tab.
• Download and review documents to verify company details.
• Approve or Reject the company as required.