Association-Specific Document Folders
Association-Specific Document Folders
To create association-specific folders:
Select Manage Content > Documents. If you are using universal navigation, click Associations > Documents > Association Documents.
Select an association.
To create a parent folder, click Create Folder on the Documents screen.
On the Create Folder popup, complete the following and click Create:
Folder Name: Enter a name for the new folder.
Private?: Select the checkbox to limit access to the selections made in Allow Category access.
Hidden: Select if documents cannot be downloaded or viewed in the Homeowner & Board Portal. Cephai, if enabled, will still read and respond using hidden documents.
Allow Category access: If Private is selected, select the checkbox(es) next to the boards and committees that should have access.
Restrict Category Access: Select the checkbox(es) to restrict access to current or previous tenants.
Enable AI in WebAxis/HO App: Select the checkbox to enable our AI, Cephai, to read all files within the folder.
Enable AI in CINC Manager: Select the checkbox to enable our AI, Cephai, to read all files within the folder.
To create a subfolder, select a parent folder and click Create Sub Folder on the Documents screen.
On the Create Sub Folder popup, enter a name for the subfolder and click Create.
The new folder and subfolder are displayed in the Documents list.
If a subfolder contains files, the parent folder cannot be deleted. If a parent folder contains subfolders, they must be deleted before deleting the parent folder