Managemate

By exploring document section, you can easily review uploaded files and see linked activities, projects, or vendor of a document record

How to Explore Document Section to Find Document Records in Managemate

Keep your documents updated to help maintain the relevance and reliability of the document.

How to edit or update an existing document's details

You can link documents to projects, activities, or vendors to group related information together.

How to link documents to other records

You can add tags to your documents to help you group similar documents together and ensure they are easy to find in the future.

How to use tags to find and sort documents

Restore file uploaded to a document record in Managemate quickly and easily.

How to Restore File Uploaded in a Document Record in Managemate

You can automatically turn emails and attachments into document records in Managemate by sending or forwarding them to a condo‑specific email address.

How to save a document from email in Managemate

A certificate is a type of document that may include status certificates, periodic information certificates, and information certificate updates.

How to save a certificate from email in Managemate

Condo management teams can save and share financial statements created by their administrative teams with users in their Managemate Workspaces, directly from their emails.

How to save financial statements by email in Managemate

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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