How to Upload Manuals & Documents (Juniper)

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 Unit Level (Important): If you want all suites to be able to view this document, ensure that the ‘Make it available at unit level’ box is checked. This ensures the document is visible to everyone.
8. 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:

• Choose the Right Upload Location: Before uploading, decide who needs to see the document. Use Entire Property for documents meant for all suites, a specific suite for private documents like lease agreements or maintenance records, and the Catalog for product manuals tied to a specific item.
• Suite Documents Are Private: Documents uploaded within a suite are only visible to users associated with that suite (homeowners, realtors, or occupants), so this is the right place for anything personal or confidential.
• Make Documents Available at Unit Level: If a document should be visible to all suites in a property, be sure to select the “Make it available at unit level” option when uploading. This option is only available when uploading through Entire Property. It is not available when uploading through the Catalog or from within a suite.
• Use Clear Names and Descriptions: Give each document a descriptive name and a brief description so homeowners can easily find what they’re looking for.
• Select the Correct Document Type: Choosing the right document type (e.g., Homeowner Guide, Community Rules) helps keep documents organized and easier to locate.
  
  

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 juniper-support@spark.re and we’ll be happy to help!