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Documinium - Free File Review

AOAO Name(Required)

Property Address(Required)

Number of Buildings(Required)

Number of Units(Required)

Year Built(Required)

Primary Contact Name(Required)

Title/Role (Required)

Phone Number(Required)

Email(Required)

Name of Property Management Company?(Required)

Onsite Office?(Required)

Yes

No

Current File System(Required)

Dropbox

Google Drive

OneDrive

Local computer/server

Paper only

Other

Do you have a digital folder structure already set up?(Required)

Yes

No

Unsure

Scope of Services You Are Interested In(Required)

Full File System Setup

File Audit and Compliance Check

File Cleanup and Reorganization

Templates (letters, notices, forms)

Training for Manager/Board

Ongoing Quarterly Support

Are any of the following documents available in digital format?(Required)

Governing Documents (Bylaws, Declaration, House Rules)

Board Meeting Minutes (past 3 years)

Annual Owners Meeting Minutes

Current Board Roster

Property Management Agreement

Monthly Financial Statements

Annual Operating Budget

Reserve Study

Delinquency Reports (Redacted)

Insurance Policies (Current COI)

Legal Notices / Violations

Dispute Resolutions or Arbitration Records

DCCA Filings / Business Registration Docs

Maintenance Logs

Preventive Maintenance Schedules

Vendor Contracts / Invoices

Elevator / Fire / Life Safety Inspections

Landscaping / Pest Control Contracts

Owner Contact List

Rental Agent Contacts

Incident Reports

Renovation Applications

Indemnity Agreements

Site Plans / As-Builts / Floor Layouts

Photo Documentation of Projects / Damages

Special Notes or Concerns

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