Getting Started

Who Should Initiate the Package?
BoardPackager has no restrictions on who can create/initiate an application package on our platform.  The person who does create/initiate the application pa...
Tue, Feb 4, 2020 at 1:50 PM
Log In or Register
BoardPackager has multiple log in options: Corporate Log In •  If your company has a Corporate/Enterprise account with BoardPackager, you must use thi...
Tue, Feb 18, 2020 at 2:14 PM
Change Password
To change your password, go to the My Account tab located at the top of your screen when logged in. • Select the Privacy tab. • Enter a new ...
Tue, Feb 4, 2020 at 2:05 PM
Sharing & Permissions
• To invite parties into your package, first enter their full name and email address in the 1. Deal Parties section of the package. • Then go to the ...
Tue, Feb 4, 2020 at 1:48 PM
Invited to a Package
• Once you are invited to a package - you will receive an email notification. • Being invited to a package also creates a BoardPackager account automati...
Tue, Feb 4, 2020 at 1:48 PM
Filling in and Signing Documents
Once you've opened a document by clicking on the Fill In and Sign icon within any Requirement, you may proceed to fill in, edit, and sign the document ...
Tue, Feb 4, 2020 at 1:49 PM
Deal Parties
• Once an Application Package has been initiated, it will open and you will be in the 1. Deal Parties section of the package. • The top portion requir...
Tue, Feb 4, 2020 at 1:50 PM
Requirements
• The 2. Requirements page lists all of the requirements for the application in the exact order, with the documents and forms that the Property Managemen...
Tue, Feb 4, 2020 at 2:04 PM
Fees/Submit Page
The 3. Fees/Submit page is where fees can be assigned to, and authorized by, the package participants. You can also submit the package here once you are rea...
Tue, Feb 4, 2020 at 1:50 PM
Status Page
The Status page is where you can review the history for the package process and see the date and time \stamp for when each event occurred. You can also find...
Tue, Feb 4, 2020 at 1:51 PM

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