1. Navigate to the activity landing page for the board meeting by clicking on the activity name.
Activities are listed in the dashboard, calendar, and in the activities section of the application, among other places.
You can also search for an activity using Managemate's Global Search feature, which as at the top of every page.
If the activity doesn't exist, create a new activity for your board meeting.
2. Navigate to the list of documents linked to the activity
On the activity landing page, click on the tab below the title that reads "Activity Documents."
On mobile, you may need to select the "Activity Documents" option from a dropdown.
The documents tab of the activity landing page lists all the documents that have been linked to that activity.
3. Add documents to the activity
Click the "Add Documents" button to add documents containing the files you want to merge and link them to the activity. Learn more about adding new documents to your Managemate Workspace, here.
You will have the option to merge all of the files uploaded in the documents linked to the activity, into one PDF.
You will have the option to unselect files you do not want to merge later in the process.
Optionally, you can sort the list of linked documents by clicking the Sort link at the bottom of the list in the linked documents tab.
4. Optional - Generate your property management report, then link it to the activity
If you are using Managemate to generate your property management report, generate the PDF of your property management report and link it to the activity, before creating your board meeting package.
If you are manually creating your property management report, add it as a new document and link it to the activity.
5. Select the Merge Files menu option after clicking the Add Documents button
Once all the documents containing the files you want to merge are linked to the activity, select the Merge Files option within the Add Documents button.
The Add Documents button is at the top of the linked documents tab, within the activity page.
6. Set the name and choose which files you want to merge into the board meeting package PDF
Managemate will display a popup allowing you to enter a name for the board meeting package PDF. The name will be used for both document and the board meeting package PDF file that we generate and uploaded to the document.
Unselect any files you do not want to be merged into the PDF by clicking the X on the right of the file name.
You can sort the files by dragging and dropping them into the desired order for the the PDF that is generated.
7. Click the "Merge & Create Document" button at the bottom of the merge files popup, to finish the process
6. Wait for the merged PDF containing your board meeting package to be ready
Once your select to create your merged PDF, Managemate will save a new document named with the name you provided into your account. The document will contain the PDF we created by merging the files you selected.
You will receive an e-mail containing a link to the new document. Depending on your notification preferences, you may also see an in-app notification for the newly created document, and/or the newly created document may also be displayed in your daily and weekly digest.
The merge process may take up to 2 minutes to complete.