Summary: This article and video describe how to use the Service Providers Documents page to store and maintain documentation for service providers.
In Vantaca, you can use the Service Providers Documents page to store all of those important documents for your service providers in one central location. The Service Providers Documents page features separate page securities to help keep those documents secure. This is a perfect place to store W9s, Certificates of insurance, ACH authorizations and more!
To access the Service Providers -> Documents page, hover over Service Providers and click Documents.
To select the Service Provider, click the Provider link and select a provider from the popup menu.
This documents page is a global page for the service provider but is an internal page that homeowners and board members cannot access. The security to access this page, include: View only, Add/ Update, which allows users to add and update documents in the folders, Delete and Edit Folders, which allows users to edit the folder structure.
- To add a new sub-folder, right-click on a folder, click New folder, enter your folder name and click update.
- To add a new document to an existing folder, right-click on the folder you want to place your document in and select “New Document.”
From here, you can drag and drop your file into the Select Files box, or you can click Select Files to choose a file from your computer or network. Be sure to click upload once your file has finished processing. Once a file has been uploaded, the name of that file cannot be changed unless the file is removed and then re-uploaded with a different name, so be sure that you are satisfied with your file name before uploading!
Finally, To edit the name of an existing folder, right-click on that folder and click “edit folder.”