MiCasa Document Tags

Document management is at the very heart of MiCasa. So when the council and PM from fire affected Champlain Ridge asked MiCasa to help better organize their rapidly expanding strata document library, we accepted the challenge.

MiCasa currently organizes documents in compliance with the Strata Property Act: each document uploaded to MiCasa is placed in a category that is consistent with “real world” record keeping outlined in The Act.

The trick was to organize Champlain Ridge documents in a user friendly way, while ensuring that the documents continued to comply to The Act. Document tags were the perfect solution.

Document tags are available to all MiCusa customers. Documents uploaded to MiCasa can now be tagged, in addition to using MiCasa’s existing document categories. Document tags provide MiCasa customers with a simple and flexible way to improve organization of strata documents.

Here’s how document tags work:
Document tags can be applied during document upload or to documents that already exist on MiCasa. Documents can be tagged with multiple tags. The following user roles can create, edit and apply document tags: Council Members, Administrators, Property Managers and Property Manager Assistants.

APPLYING TAGS DURING DOCUMENT UPLOAD

  1. Log into MiCasa as a Council Member, Administrator, Property Manager or Property Manager Assistant. Select the Documents tab. Select Add Document.
  2. In the New Document area complete all necessary fields.
  3. Begin typing in the Tag List field. If you’ve already created some tags, select a tag from the list of existing tags or create a totally new tag, then select Create Document.

APPLYING TAGS TO EXISTING DOCUMENTS

  1. Log into MiCasa as a Council Member, Administrator, Property Manager or Property Manager Assistant. Select the Documents tab.
  2. Select the Edit option, located below every document.
  3. Begin typing in the Tag List field. If you’ve already created some tags, select a tag from the list of existing tags or create a totally new tag, then select Create Document.

FILTERING DOCUMENTS USING TAGS

  1. Log into MiCasa and select the Documents tab.
  2. A list of existing tags is located in the left side column.
  3. Select any tag in the list to display the documents that this tag has been assigned to.

We think that allowing documents to be tagged in this way is a real time saver for property managers, councils and owners. What do you think about this new MiCasa feature? We’re keen to hear your feedback.