In a Property Management System (PMS), various documents are used to manage properties, maintenance, financial records, and more. Common types of documents include invoices, payment receipts, expense records, and similar files.
AdvanceCM provides a Documents Module that allows you to send documents for signature to guests or users using different templates. You can also set up automations related to document workflows.
Documents List View
You can access the Documents section by clicking the Documents icon in the left-hand menu, as shown in the screenshot below.
Within the Documents List View, you can search for specific documents using a variety of available filters.
How to add a Document?
1. Click “Add Document”
From the Documents List View, click the Add Document button, as shown below.
This will open an overlay with multiple options:
Contract: A legally binding document between two or more parties. A signature content block is required for each signer assigned to the contract.
Form: A data collection document used to gather contact details or other important information. A data field or content block is required for each signer.
Printout: A read-only document meant for recipients to save or print. No data fields or content blocks are required.
Select one of the options—let’s say Contract—and upload the document. You can upload multiple files at once. Click Next to proceed.
2. Add Signers
Specify who will be signing the document. You can add multiple signers as needed.
3. Place Fields
Add the appropriate content blocks to the document (e.g., Signature, Name, Date).
Drag and drop fields in the correct locations within the document. When ready, click Next.
4. Document Details
In this step, you can add details such as:
Document Name
Email Subject (this will be the subject of the email sent to the signer)
5. Send the Document
Finally, click the Send button to email the document to the designated signer(s).
Please contact us with questions any time!