Keep it simple
When setting up documents in Resvu, less is more. A small, well-organised set of categories is far easier for residents to navigate than a long list of folders. We recommend building around the five categories below.
As a guide, aim for roughly 60–80 documents per building in total. If you find yourself well above that, it's usually a sign that older or superseded documents can be archived.
Recommended categories
Meetings
What to include: Agendas and minutes — AGM, EGM and SCM.
Who can see it: All users (consider what you want tenants to see).
How much history: Last 3 years.
Rough number: 6–10 documents.
Insurance
What to include: Certificate of Currency (COC).
Who can see it: All users.
How much history: Current only.
Rough number: 1–2 documents.
Strata
What to include: Strata plan, by-laws, sewer diagram, and how-to guides and rules.
Who can see it: All users.
How much history: Current only.
Rough number: 5–6 documents.
Reports
What to include: Capital Works Fund (CWF), insurance valuation, WHS, asbestos and defects reports.
Who can see it: All users.
How much history: Current only.
Rough number: 5–6 documents.
Financials
What to include: Monthly status reports (e.g. from StrataMax) and invoices.
Who can see it: Committee only.
How much history: Last 12 months.
Rough number: 30–50 documents.
A few tips
Permissions matter. Most categories can be visible to all users, but keep financial detail such as invoices and status reports restricted to the committee.
Set a retention habit. For most categories you only need the current version. Meetings and financials are the exceptions where a few years of history is useful.
Review periodically. When a document is superseded, archive or remove the old one so the list stays clean and current.