Overview

In this article, we will review how to attach a file to a residents profile. 

Attach a File

Step 1: Select the appropriate community.

Step 2: Click the Community tab at the top of the Resident Management homepage.

Step 3: Use the Please Select a Community window to find the appropriate community.

Step 4: Once on the Community page, click the Resident tab.

Step 5: In the Please Select a Resident window, search for and select a resident. Search by Name, Resident ID #, Room #.

Step 6: Click the picture of the resident to be directed to their Lease Management page.

Step 7: On the resident’s Lease Management page, scroll down to the Documents section of the page.

Step 8: Click the Task List menu, then select Attach a File.

Step 9: In the File Upload window, provide the Effective Date and the Document Type.

Step 10: Note: You can upload multiple documents at once.

Step 11: Click Submit.