How to Upload Manuals & Documents (Juniper)

Juniper provides several convenient locations to upload documents so that homeowners, residents and other relevant parties can access them.

Option 1: Uploading Documents to the Entire Property

If you need to upload a document that should be accessible to all suites and homeowners—such as a Homeowner Guide, Community Rules or general property-related information—this can be done in the Manuals & Documents section of the property.

Steps:

1. Navigate to the Property Dashboard: Go to the property where you want to upload the document.
2. Click on the 'Manuals & Documents' Tab: This will take you to the section where all documents are stored.
3. Click 'Add Manuals & Documents': You’ll find this button at the top right of your screen.
4. Select Document Type: Choose the appropriate document type (e.g., Homeowner Guide, Community Rules, etc.).
5. Upload the File: Click 'Upload' and select the document you want to upload from your device.
6. Fill in Document Name and Description: Provide a descriptive name for the document and a brief description.
7. Make It Available at Suite Level (Important): If you want all suites to be able to view this document, ensure that the ‘Make it available at suite level’ box is checked. This ensures the document is visible to everyone.
8. Important Document Toggle (Optional): If you'd like this document to be included on the key pickup form (for example, an important document for the homeowner), toggle the ‘Important Document’ option.
9. Click 'Save': Once everything is set up, click Save to upload the document.

Option 2: Uploading Documents Within a Suite

If you need to upload a document specific to a certain suite (e.g., a lease agreement, maintenance records, etc.), you can do so directly within that suite. Only the individuals associated with that suite—such as homeowners, realtors, or occupants—will have access to these documents.

Steps:

1. Go to the Suite Dashboard: Navigate to the specific suite where the document should be uploaded.
2. Click on the 'Manuals & Documents' Tab: This will bring you to the suite's document management section.
3. Click 'Add Manuals & Documents': Located at the top right of the screen.
4. Select Document Type: Choose the appropriate document type from the list.
5. Upload the File: Select the file you want to upload.
6. Fill in Document Name and Description: Provide a name and description for the document.
7. Click 'Save': After completing all fields, click Save to upload the document.

Option 3: Uploading Documents to a Catalog Item

If you need to upload a document related to a specific catalog item, such as a product manual for an air conditioner, appliance, or piece of equipment, you can do this within the Catalog section.

Steps:

1. Go to the Catalog: Navigate to the Catalog section of the portal.
2. Select the Catalog Item: Find and click on the catalog item to which you want to upload a document (e.g., Air Conditioner, Water Heater, etc.).
3. Click on the 'Manuals & Documents' Tab: This will take you to the section where you can add documents for this specific item.
4. Click 'Add Manuals & Documents': Select this option to upload a file.
5. Upload the File: Choose the document file you wish to upload.
6. Fill in Document Name and Description: Add a name and description for the file.
7. Click 'Save': Once you've completed the fields, click ‘Save’ to upload the document to the catalog item.

Note: Catalog Item Specific: Documents uploaded to the Catalog are specific to that catalog item and will only be accessible through the relevant product or equipment page.

Key Tips:

• Make Documents Available at Suite Level: If a document should be visible to all suites in a property, be sure to select the "Make it available at suite level" option when uploading.
• Important Document Toggle: Use this toggle for documents that need to be included on key pickup forms or are considered essential to the property or suite.
• Catalog-Specific Uploads: Documents uploaded to the Catalog are only accessible through the relevant catalog item, which helps homeowners and staff access important product information quickly.

With these simple steps, you can upload and organize documents effectively within the Juniper homeowner portal, ensuring that residents and homeowners have easy access to the information they need.

Questions? Email us at support@hellojuniper.co and we’ll be happy to help!