SnapHOA Architectural – Setting up Types, Requirements, & Conditions

Please take some time to watch our SnapHOA Architectural – Setting up Types, Requirements, & Conditions training video starring Timothy Ma

Setting up Types

1. Navigate to Architectural – Settings and select Types

2. Select +Type and enter in the name of type needed
3. Click +Create and repeat as necessary

Setting up Requirements

1. Navigate to Architectural – Settings and select Required Items
2. Under ‘Required for All‘, add any “Requirements” (items to be completed/submitted BEFORE a decision can be completed) that will be needed for ALL applications by clicking on +Requirement

3. For any special “Requirements” for a specific type, you can navigate to the type and click on +Requirement. This requirement will only appear for applications of that type

Creating a Requirement

1. When you click +Requirement, you will be prompted to select the Type, Responsibility, Name, and Description
2. After making your selections, click +Create

Setting up Conditions

1. Navigate to Architectural – Settings and select Conditions
2. Under ‘Required for All‘, add any “Conditions” (items to be completed/submitted AFTER a decision has been made) that will be needed for ALL applications by clicking on +Condition

3. For any special “Conditions” for a specific type, you can navigate to the type and click on +Condition. This condition will only appear for applications of that type

Creating a Condition

1. When you click +Condition, you will be prompted to select the Type, Responsibility, Name, and Description
2. After making your selections, click +Create