When logged in, all of your current packages will appear at the bottom of your Dashboard.
After opening the package, the first section you will see is the 1. Deal Parties section. This is where you can enter building and deal party information into the form fields. Be sure to enter the parties' email addresses if you plan to invite them into the package, and always click 'Save.' You cannot enter duplicate email addresses, so ensure that every party has a unique email address in their field.
Next is the 2. Requirements section. On the right side of this screen is the 'Sharing & Permissions' area, where you will see the names of any parties you added in the 1. Deal Parties section. To invite these parties into the package so that they can fill in/sign forms and pay fees:
1. Click the grey icon next to their name
2. Select which requirement forms to share with them (if the party is a broker/agent, they must access all requirements by default)
3. Click 'Send'
The party will receive an email invite into to create a password and access the package.
The 2. Requirements section is also where all of the application forms are contained.
You can click each form title to open them up for editing. Here is a helpful guide for using our form editing tools:
The 3. Fees/Submit section is where you can assign fees to parties, and where parties can authorize their fees.
All fees listed in this area of the package must be paid online with a credit card, as per property management's rules. Please note parties must first be invited into the package before you can assign them fees.
To assign fees, just choose the name of the party who should pay each fee from the dropdown menus.
Then click the 'Notify Assignees to Pay Fees' button.
They will receive an email notification that they must log into the package, go to the 3. Fees/Submit section, and click 'Authorize Fees' to enter their card info.
Once all parties have filled in/signed all Requirements section forms, you can click the 'Reviewing' button (upper right corner of each section) to 'Finish' all sections. Finishing the sections will prevent non-broker parties from further editing forms.
After all sections are locked, you will be prompted to generate the package, which will create a preview of the entire package file.
After you have generated the package, and after all fees are authorized, you will be able to click the 'Submit to Package Processors' button at the bottom of the 3. Fees/Submit section, and then the package will go to the property manager's account for review.
Still unsure about the process? One of our BoardPackager Specialists is available to complete and submit your entire package for you! Visit https://specialists.boardpackager.com/ for more information.