Every association document in one place
Bylaws, minutes, insurance policies, contracts and architectural files, filed by folder and shown to each person according to what their role allows.
Folders, not attachments
Governing documents, minutes and packets live in folders with names people recognise, instead of scattered across email threads nobody can search.
Access decided by role
An owner sees the association's public documents and their own unit's file. A director also sees board-only material. The folder decides, not the sender.
Versions kept
When a document is replaced the previous version is still there, so the board can show what was in force on a given date.
Your own storage
Files can live in the association's SharePoint or Drive instead of the platform, without the repository changing for the people using it.
What the association has to be able to produce
Florida record-retention rules are specific about what an association must keep and how quickly it must produce it. A repository is only useful if the answer to a records request takes minutes.
- Official records kept where they can be found, not in an inbox
- Requests answered from one place instead of five people's folders
- Confidential material separated by permission, not by convention
- An upload trail showing who filed what and when
Put the association's records somewhere defensible
Tell us how many units you manage and how the community is run today. We will walk you through it with your own numbers in it.