HOA Documents

HOA Document Ingestion

Upload governing documents · AI extracts tasks · Push to field PWA

Select a property to manage its HOA governing documents.
Guided walkthrough1 / 10
STEP 1Dashboard → New property

Intake a property

  • •On the Dashboard, click “New property” and enter the name, address, type and client reference.
  • •Save it — a property card appears in the list.
  • •Click the card to open its workspace. Everything from here on happens inside that property.