Step 1 - Save the Financial Statements 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 set of financial statements 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 Financial Statements in Managemate
The format of this email is usually [condo_identifier][email protected].
You can find the condo's email address used for creating a document of type Financial Statements in your User Profile within that condo's Managemate Workspace.
4. In the email Subject line, enter a name of the financial statements (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 the Date of the Financial Statements Document 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 the document date
The document date is set to the date the email was sent, by default
Adjust the date to reflect the period of the financial statements. For example, consider setting the date to April 30th for financial statements covering the month of April.
What to expect next
The financial statements will be saved in that condo's Managemate Workspace.
Financial statements 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 financial statements.
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