Property Matrix

API Integration

Setting up CAM (common area maintenance) charge structures.

CAM Charge Structures

Setting up Ricoh ScanSnap Integration

Custom Domains

Switching Between TransUnion Shareable and Resident Screening

Adding/Editing User Roles

Learn how to easily add, edit, or remove user access in your Property Matrix account.

How to Add or Edit Users

Learn how to create, edit, and manage email templates, including adding attachments, reports, and custom fields for efficient emailing.

Creating an Email Template

Learn how to create and manage late fee structures, including setting rules and applying them to leases.

Adding and Editing Late Fees

Learn how to manage maintenance profiles to define default behaviors for handling maintenance requests, including email and print templates.

Adding, Editing, and Deleting Maintenance Profiles

Manage lease profile defaults, create new profiles, and control tenant options and billing settings.

Adding, Editing, and Deleting Lease Profiles

How to add or modify management fees charged to property owners within your account.

Adding and Editing Management Fees

The Management Profile defines default settings for fees, invoices, and bills associated with a building

Adding, Editing and Deleting Management Profiles

Property Matrix allows you to customize and manage different property types according to your needs

Adding and Editing Property Types

Adding, Editing and Deleting Custom Fields

Learn to create documents with a text editor or by uploading PDFs. Add custom data fields, signatures, and more.

How to Create and Upload Documents (Forms)

How to use the Send Email Notification Automatic Action, and how to use email templates for more customization

Using the "Send Email Notification" Automatic Action

Use datafields in Property Matrix forms & templates to auto-fill personalized info when sending documents to multiple recipients.

Using Data Fields

Conor Taliancich

Josh Landzberg

Theodore Lau

Settings

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