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Please take some time to watch our SnapHOA Architectural – Setting up Letters & Statuses training video starring Timothy Ma

Creating a Letter

1. Navigate to Architectural – Settings – Letters
2. Click on “+Create Custom Letter”
3. Fill in Template title, description, body, mail type, and email override function
4. Click “Submit”

Creating a Status

1. Navigate to Architectural – Settings – Status
2. Click on “+New Status”
3. Fill in Name, description, date field, decision prompt, associated decision, auto close, notification template

Notes

• Date field should only be selected if you want the new status to document a date in the tracking field for the below fields:

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

Please take some time to watch our SnapHOA Architectural – Setting up Settings training video starring Timothy Ma

Setting up Settings

1. Navigate to Architectural – Settings on the left nav-bar
2. Select Settings

3. Fill in all questions based off of CC&Rs, Arch Guidelines, or Board preferences

Notes

• Withdraw Comment Required means that when an application is withdrawn, a “comment” will be required as to inquire why the application was withdrawn. (Recommended to keep as “Yes”)
• Enable Review Date Field means that the association will have the option to select a “Review Date” when creating a request. This is useful for if your committee or board meets on a recurring basis

Please take some time to watching our SnapHOA Architectural – Setting up Volunteers & Groups training video starring Timothy Ma

Setting up Groups

1. Navigate to Voluneers – Groups on the left nav-bar

2. Select + New Group and enter in the Name, Description, and Portal Access of the group

3. Add positions to the new group. Select + Position and enter in the Position Name and select if it is Mandatory

Setting Up Volunteers

1. Navigate to Volunteers on the left nav-bar

2. Select + Volunteer and choose the Volunteer Type (Group), choose either Existing Entry or New Entry. If you choose New Entry, you will be prompted to enter in the Volunteer’s information

3. If you selected New Entry, fill in volunteer information (all except Mailing Address2 & Notes are required) then select +Create

Please take some time to watch our introductory video on SnapHOA – Architectural starring Timothy Ma

SnapHOA – Architectural provides a seamless pane-of-glass experience with your association’s architectural requests.

Key Features

• Syncs seamlessly with our internal Management App
• Automatic letter generation
• Robust reporting and analytics
• No cost to the association