How do I add a condo management company to a matter

Prolegis has a user driven database of condo management company. Once a condo management company is added to a file, that condo management company's contact information is available in the communication tools and that information is available for the completion of documents.

To add a condo management company, go to the Condo Documents Action (your matter will need to be marked as being a condo file in the Contract Action) and begin typing the name of the condo management company in the Management corp field. If you see the condo management company you are looking for, click on the name of the condo management company. If you do not see the condo management company, you can add the condo management company by clicking the +Add button. That condo management company's information will then be included in the user driven condo management company database.

To see the database, go to the Real Estate menu on the left hand side of the app, click Ancillary Companies, then Click Condo Management Companies. In this screen you can add or edit condo management companies.