Goal
This guide will walk you through configuring which documents to bring across from your accounting platform to share with stakeholders.
Before you get started
You will need to have configured your integration connection already. Moreover, you will need to have the correct permissions set in order to change document settings. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select roles & permissions ➡️ Scroll down to access detail ➡️ Expand account and ensure that integrations have full access selected.
Configuring document settings
Step 1 - Let's begin
Login to the admin portal and select settings, then integrations. Look for your integrated platform; it will have a green connected label on the tile; click on it.
Now click on the tab for document settings.
Step 2 - Selecting which documents to import
Documents are imported using the categories from your accounting platform. We will import all documents within that chosen category. To select categories, expand the drop-down list and click on them. A tick will appear to indicate they have been selected.
Step 3 - Category settings
Each selected category will appear here with its name, and a garbage bin icon to remove that category. Removing a category will remove all documents under that category from Resvu, and no longer import them.
You can select each category tile to adjust its settings. These settings are:
Name: You can customise the category name within Resvu, which is how it is shown to residents or other stakeholders.
Share to: A drop-down list where you can choose which groups of stakeholders to display this category and subsequent documents to.
Visible from: Control how far back you would like to retrieve documents from the account platform to show in Resvu.
Step 4 - Save
Don't forget to click save after making any desired changes.