Objective: Provide an overview of the activation and management of the Vantaca/HomeWiseDocs API.
First, you can email firstname.lastname@example.org to request HomeWiseDocs API credentials. The Vantaca team will create an API User for HomeWiseDocs to use, and you will need to pass this information along to HomeWiseDocs.
Once HomeWiseDocs receives the user information, you will need one additional piece of information from HomeWiseDocs to fully activate your interface within Vantaca. Contact your HomeWiseDocs representative and request the Property Management (PM) Code for your company.
Once you have this PM Code, we can finish setting up your HomeWiseDocs user. Email the Property Management (PM) Code to email@example.com and we will activate your Homewise Interface.
Once activation is complete, you will have access to the Closings tab. Access the closings tab by navigating to Association > Additional Info.
Various information fields that will be transmitted to HomeWiseDocs can be viewed and edited by expanding the various group menus in the Closings Tab.
Also, ensure that the Association's Insurance information is up to date by navigating to Association > Insurance.
From this screen, insurance information can be viewed, edited with the Edit button, or added with the + New Insurance button.
Exporting Association Insurance Information
It's also possible from this page to export the Insurance information for this Association, or for All Associations in your Portfolio. Simply click the Appropriate button on the Association > Insurance page as seen in the screenshot above. This is optional, but can proof helpful when auditing your data later.
Once this is complete, data will be transmitted through the API between Vantaca and HomeWiseDocs when initiated by a request through HomeWiseDocs.