Knowledge Base

How to Change the Signer of the Letters

Steps to Follow The name of signer, which is written at the bottom of the letters, will automatically be the name of the company. If you want another name to appear on the letters, follow these steps. 1.  Go to … Read More

How to Change the Return Address of the Letters

Steps to Follow The return address of the letters will automatically be the address of the company. If you want another address to appear on the letters, follow these steps. 1. Go to the “Data” tab and the “Companies” subtab. … Read More

How to Create and Sign a Lease

Steps to Follow 1. If you are already logged in to your Proprio Expert account and have already created the company, property, and unit for the lease, skip to step 15. 2. Go to proprioexpert.ca, and click on “Free Trial” … Read More

How the Tenant Access Works

Steps to Follow If the tenant already has a tenant access, skip to step 7. 1. To create an access for a tenant, go to the “Data” tab and the “Contacts” subtab. 2. Click on the tenant to which you … Read More

How to Create a Dispute

Steps to Follow 1. Go to the “Management” tab and the “Disputes” subtab. 2. Click on “Add” at the top right. 3. Describe the dispute in the “Description” section. 4. Enter the file number. 5. Select the registration date, the … Read More

How to Send a Report by Email

Steps to Follow 1. Go to the “Reports” tab. 2. Click on the report you want to send via email. 3. Select/tick the options for the report (period, assignation, include, contact, etc.). 4. Click on “Send” at the top right. … Read More

How to Delete a Contact Group

Steps to Follow 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on “+” next to “Contact groups.” 3. Select the group you want to delete under “Contact Group.” 4. Click on the three dots next to … Read More

How to Create a Contact Group

Steps to Follow 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on “+” next to “Contact groups.” 3. Select the contacts that you want in the contact group. 4. Click on the three dots next to … Read More

How to Send a Late Payment Notice to a Tenant

Steps to Follow 1. Go to the “Letters” tab. 2. Click on “Late payment” in the “Accounting” section. 3. In the “Include” section, tick the elements that you want to include in the notices. 4. Check that the notices contain … Read More

How to Search for a Document

Steps to Follow 1. Go to the “Documents” subtab. 2. Select the type of document that you want to find. 3. Select the month of the document if you know it. 4. Find the document that you are looking for. … Read More