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Reports

Updating an Existing Report

Add new forms or minutes to a report you already own.

1

Open the report in your dashboard. The ••• button sits at the top, beside Share.

The top of your report
Sample Building
123 Main StVancouver BC
Strata Number
LMS0000
Floor Levels
40
Units
500
Year Built
1998
1Tap •••2Choose Update Report

Ordered a brochure? Your dashboard card opens the brochure editor, which has no ••• menu. At the top, click View Report in the Also available to you banner. The full report opens in a new tab, with the ••• menu. See Viewing the Full Report from Your Brochure.

2

Click ••• and choose Update Report. Only the report owner sees this option.

3

The Add Missing Documents page opens. Under 1 · Choose PDFs, click Click to select files and pick your documents. Cancel returns you to the report.

The Add Missing Documents page

Add Missing Documents

1 · Choose PDFs

Click to select files

2 · Review your list

Select new files to upload
Submit Update Request

Upload rules

  • One update per report
  • PDF only, one file per document
  • No merged or password-protected files
  • Maximum 5 files, 15MB each
Cancel0 / 5 files selected
4

Check the files under 2 · Review your list. The icon removes a file you added by mistake.

5

Click Submit Update Request. If the button reads Uploading Files, wait for the transfer to finish.

6

Processing takes up to 10 minutes on average. Your dashboard card shows a Processing badge, then Ready when the updated report can be opened.

Your report assistant chat is cleared

Updating a report clears your report assistant conversations for that report. They cannot be recovered. Copy anything you want to keep before you submit.

Upload limits

  • •One update per report.
  • •Up to five files, 15MB each.
  • •PDF files only.
  • •No password-protected files.
  • •No merged "all-in-one" PDFs. Upload each document separately.

Frequently Asked Questions

No. Updates are free.

No. An update only adds documents. Nothing already in your report is deleted or overwritten.

Contact support@stratareports.ca for more information.

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