Adding/Uploading Documents into Property Matrix:
To add documents into the Property Matrix system, you will go to Settings -> Templates - Emails/Texts/Forms. Then choose the Forms tab at the top.
There is one preloaded document, the Overdue Payment Notice, which is our default late notice that can be sent out when tenants are late on rent. You can use this default, you can edit it to your liking, or you can upload your own to replace it.
The two best and easiest ways to add documents is to upload them as PDFs or the copy and paste from Word (or just retype it in similar Word format). The Upload a Template button only supports PDFs. You can also Create a Template, and here you can copy and paste from Word or any other document. (For PDF uploads, scroll down to the SAME BOX DISPLAY AS UPLOADING PDF TEMPLATE)
PASTE FROM WORD (NON PDF):
There is a special Paste from Word tool:
Depending on your computer this box opens pretty small, so you can enlarge it by clicking the expanding arrows icon.
DON'T FORGET to minimize the window back down so you can SAVE! The Save button does not appear when you maximize the editing page to full screen.
To add in data fields you can click on Insert Datafield. A box will pop up, and from here you can search through various data that is already in the system. This will then be auto filled with the information that will match the given tenant. You CANNOT copy and paste datafields, if you want to add one in multiple times, you have to select them from the Datafield Properties box each time.
Once you are finished creating the document with all the information and data fields, you can add signatures if needed.
This 'Add Signatures' box will show up a little differently, along the left side are different signature and data field options. (SAME POP UP BOX DISPLAY AS UPLOAD A PDF TEMPLATE)
You can also add data fields from this page if you scroll down on the FIELDS on the left side of the box.
You must first click on the Field on the left side so that it highlights blue, and then you drag it on to the page on the right. It will then appear with a blue highlighted box around it, and you can move it throughout the document. It aligns from the top left corner, so if you wanted it to align with the other [current date] then you would align it as shown. To edit the font and size, click on the small blue circles to the right of the data field.
To add signature fields that need to be electronically signed, click on the field on the left side, and then once it is selected you can click and drag it onto the page. You can also choose who the signature belongs to by clicking the drop down box that is default to Property Manager.
You can also add dynamic write on fields, which you immediately name, and then later it will prompt you to fill in when you go to send or print this document for one of your tenants.
UPLOADING A PDF:
When you upload a PDF, it will take you straight to the 'Add Signatures' page as seen above if you were to Create a Template and then add signatures. From here you can add data fields, dynamic write on fields, and signature/date fields from the Fields along the left side of the page. Just simply click on one and then click and drag it onto the page.