Updated Articles

  1. Roll | Contacts

    The instructions in this article relate to Roll .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Roll  is used to manage lot owner information, including ownership changes a...
  2. DocMax | Advanced Search and Saved Searches

    This article covers how to use the Advanced Search function in DocMax , and how to save them as a Saved Search.  It also explains how to create, edit, and delete these Saved Searches   in the Administration tab.  The DocMax  ico...
  3. StrataMax Portal | Introduction & Access

    This article introduces the StrataMax Portal, outlining its key features and functionality. It covers managing user accounts for users in your office, and ensuring the right staff members have access to the portal, including creating, modifying...
  4. Merge Letters and Report Distribution | FAQ

    The below page includes some of the most frequently asked questions about Merge Letters and Report Distribution. Security Setup and Templates Q.  Some of my users don't see specific reports in the report selection list. Why can I se...
  5. Roll | Data Links

    In certain scenarios, data links should be used to support Roll data. These links connect sub‑group accounts to their corresponding accounts in the main building, or—in the case of multi‑OC (VIC) buildings—via a designated main contact link.  Co...
  6. Creditor & Payment Videos

    The videos in this article relate to creditors and payments . These include topics such as creditor maintenance, payments management, payment processing, and more. Creditor Maintenance & Account Maintenance This video is a rec...
  7. NSW Certificates

    The instructions in this article relate to Certificates ,   specifically for New South Wales. The icon may be located on your StrataMax Desktop or found using the StrataMax Search. Please see the Certificates  article ...
  8. Organisation - Searches

    The instructions in this article relate to Organisation - Searches .  These icons may be located on your StrataMax Desktop or found using the StrataMax Search for multiple drive clients. Organisation searches can be helpful ...
  9. Levy Management - Common Process

    This article outlines a recommended process for managing levies in Levy Management from budget entry through to generation after an AGM. Following these steps will help ensure accurate records, clear reporting, and a smooth global process. ...
  10. Meeting Hub Introduction

    This article offers an introduction to Meeting Hub. The icon for Meeting Hub may be located on your StrataMax Desktop or found using the StrataMax Search . Meeting Hub is part of the StrataMax suite, and subsequently available to ...