Need to add Org Files and Documents

Modified on Thu, 19 Sep, 2024 at 9:26 AM

Do you need to add files or documents to your organization's profile? Easy! 


1. Click on Documents

2. Drag and drop any type of document or file 

3. Choose a category

(Note: Most common documents for service providers are a W9 and Certificate of Insurance (COI))


(Note: You can choose to make any doc visible to property owners by 'show in organization profile)


4. Click 'Upload Files'





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