Step 1 - Save the Certificate 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 certificate to the email for a particular condo.
3. In the email To line, add the condo's email address used for creating a document of type Certificate in Managemate
You will need to append "+certificates" to the first part of the condo's dedicated Managemate email address.
You can find the condo's email address used for creating a document of type Certificate in your User Profile within that condo's Managemate Workspace.
4. In the email Subject line, enter a name of the certificate (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.
Step 2 - Apply one or more tags to Organize the Certificate 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. Apply one or more tags, as appropriate.
For Status Certificates:
Add a "Status Certificate (SC)" or similar tag, and
Add the applicable Unit tag (e.g., Unit 101)
For Periodic Information Certificates:
Add a "Periodic Information Certificate (PIC)" or similar tag
For Information Certificate Updates:
Add a "Information Certificate Update (ICU)" or similar tag
For other certificates, add an appropriate tag if applicable
What to expect next
The certificate will be saved in that condo's Managemate Workspace.
Certificates 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, not just certificates.
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