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Manual Forms (Bulk Download)

Matt F.
  • Updated

You can download response forms for multiple properties for the tenants who did not respond to the mailed notice via the Manual Forms

To download manual response forms for multiple property records:

  1. Click Services from the left-hand menu
  2. Click Safety Notice Mailings
  3. Click DOCS button and select Manual Forms

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Once you select Manual Forms you will be prompted with three options:

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  • All Properties: This will apply to all properties you are assigned to OR will be indicative of how the page is filtered.
  • Groups: If you are utilizing our Property Group functionality, you can select a group of properties and download their corresponding manual forms.
  • Specific Properties: You will have the option to designate specific property records and only download Manual Forms and Smart Inspection Logs for these selected properties.

Single PDF vs Multiple PDFs

Before you click Generate Forms, please indicate if you would like your manual forms to be downloaded into one Single PDF or if you would like each property record to have it's own PDF via the Multiple PDF option.

What is the timeframe for SiteCompli to process my completed manual forms?

Once the manual forms are submitted to our SiteCompli Support Team (inspectionlogs@sitecompli.com), they will provide the submitted documents to our Mailing Team.

Our Mailing Team will audit each document submitted to ensure the forms contains a qualifying response. Once this review has been completed, the processed response will be reflected in your account with the date the response was processed.

Please note: You may experience a warning that the export cannot be generated if too many properties/units are selected.

The process is currently limited to:

  • 4000 units across all selected properties if using the “Single PDF” option
  • 8000 units across all properties if using the “Multiple PDFs” option
    • This is also a maximum limit of 250 properties per export

So you may have to generate larger clients in batches

 

Smart Inspection Logs

You can also use the included Smart Inspection Log to record inspection attempts.

After you've hand-delivered your Manual Forms to the units that have not yet responded, fill in the circle next to where it says DELIVERED as completely as possible and return the log to SiteCompli.

Email your Smart Inspection Log to inspectionlogs@sitecompli.com

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You can find your Smart Inspection Log on the final page of your downloaded Manual Forms.