Updated Articles

  1. DocMax | Security, Overview & Settings

    This article covers an overview of the DocMax interface, and navigation of DocMax, as well as the available settings within DocMax . There are no processes contained within this article, and should only be used as a reference for information. ...
  2. StrataPay Global Email Signature

    For those of you who would like to promote direct debits to your owners, we have the below banner to insert into your StrataMax emails. This banner uses the following HTML (HyperText Markup Language) so that the image is able to be used consi...
  3. Top Tips

    Save time and resources when managing your portfolio in StrataMax by regularly reviewing our latest top tips. As new enhancements and features are added to StrataMax, this page will be updated on a regular basis to ensure you are getting as much b...
  4. DocMax | Advanced Search and Saved Searches

    This article covers how to use the Advanced Search function in DocMax , and how to save them as a Saved Search.  It also explains how to create, edit, and delete these Saved Searches   in the Administration tab.  The DocMax  ico...
  5. StrataMax Portal | Introduction & Access

    This article introduces the StrataMax Portal, outlining its key features and functionality. It covers managing user accounts for users in your office, and ensuring the right staff members have access to the portal, including creating, modifying...
  6. Merge Letters and Report Distribution | FAQ

    The below page includes some of the most frequently asked questions about Merge Letters and Report Distribution. Security Setup and Templates Q.  Some of my users don't see specific reports in the report selection list. Why can I se...
  7. Roll | Data Links

    In certain scenarios, data links should be used to support Roll data. These links connect sub‑group accounts to their corresponding accounts in the main building, or—in the case of multi‑OC (VIC) buildings—via a designated main contact link.  Co...
  8. Creditor & Payment Videos

    The videos in this article relate to creditors and payments . These include topics such as creditor maintenance, payments management, payment processing, and more. Creditor Maintenance & Account Maintenance This video is a rec...
  9. Organisation - Searches

    The instructions in this article relate to Organisation - Searches .  These icons may be located on your StrataMax Desktop or found using the StrataMax Search for multiple drive clients. Organisation searches can be helpful ...
  10. Levy Management - Common Process

    This article outlines a recommended process for managing levies in Levy Management from budget entry through to generation after an AGM. Following these steps will help ensure accurate records, clear reporting, and a smooth global process. ...