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Topics: Tenants & Lease Management

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How to Upload and Update Your COI as a Tenant-kb

A Certificate of Insurance, or COI, is a document your insurance company provides. It proves that you have the insurance

Why Tenant Payments Are Not Showing and How to Fix It-kb

In STRATAFOLIO, every tenant on a lease is linked to an Accounting Customer in QuickBooks. This link is what allows

Understanding File Statuses for Draft Leases-kb

When you add a lease in STRATAFOLIO, it stays in Draft status while you prepare it for abstraction. During this

How to Make a One-Time or Partial Payment as a Tenant-kb

STRATAFOLIO gives you two ways to pay your rent through the Tenant Portal. Autopay withdraws your payment automatically each month.

How to Use the Tenant Insurance Index Page and What I Can Do On It-kb

Keeping track of tenant insurance across an entire portfolio can be one of the most time-consuming parts of managing commercial

How to Use the Work Orders Index Page and What I Can Do On It-kb

Maintenance requests come from every direction: tenants, property managers, owners, and your own preventive maintenance schedule. The Work Orders index

How to Use the Tenants Index Page and What I Can Do On It-kb

The Tenants Index Page is your master list of every tenant across your organization. Each row is a tenant record,

How to Use the Leases Index Page and What I Can Do On It-kb

The Leases Index Page is your master list of every lease in your portfolio, both active and historical, in one

Where to Upload and Access Files in STRATAFOLIO by User Role-kb

STRATAFOLIO allows you to store, manage, and access important documents across your entire portfolio. Where you upload or view files

Recording Tenant Security Deposits

What is a Security Deposit A security deposit is a sum of money, usually equal to one month’s rent, that