Step 1 - Save the document in Managemate
1. Create a new email (use your usual email client for the email you use to log in to Managemate)
2. Attach one or more file attachments to the email for a particular condo
3. In the email To line, add the condo's email address used for creating a document in Managemate
The format of this email is usually [condo_identifier]@managemate.app.
You can find the condo's email address used for creating a document of a general type in your User Profile within that condo's Managemate Workspace.
Interested in saving a document of a particular type, from email? Learn how to save a document of type certificate or of type financial statements from email.
4. In the email Subject line, enter a name for the document (this could be the same as the file name)
5. Send the email
You will then receive an email confirmation from Managemate, usually within one or two minutes of sending your email, with a link to the newly created document.
(Optional) Step 2 - Updated one or more documents fields to better organize it in Managemate
1. Go to the document in Managemate
To go to the document in Managemate, you can:
Click on the link in the confirmation email you received, or
Navigate to the condo's Managemate workspace and find the document that was recently created
2. Edit one or more fields.
The document date is set to the date the email was sent, by default.
Each email file attachment will be uploaded as files in the document record.
Managemate does not currently apply any tags by default, or link the document to any other record.
What to expect next
The document will be saved in that condo's Managemate Workspace.
Documents are automatically shared with:
Users who have subscribed to the daily digest in that condo's account, at 5 pm that day (or the following day, if created after 5 pm)
This applies to all document types
Users who have subscribed to the weekly digest in that condo's account, at 5 pm that Friday
This only applies to documents of type certificate and financial statements
Saving a document when forwarding or replying to an email
When forwarding or replying to an email, you can enter your condo's email address for creating documents in managemate into the Cc line.
Note the following:
Include any file attachments you want saved.
The email subject becomes the document name.
The body of the email is saved in the description of the document.
Once sent, a document record is created automatically in your condo's documents section.
Important: Email threads
Note: When replying or forwarding an email, Managemate will only save the first email in a thread.
Replies with the same subject line are discarded, to reduce unintended saving of emails.
To save a follow‑up email, change the subject line slightly before sending or forwarding it