This article outlines how to process Owner Approvals as a Property Manager once it has been submitted by an Owner. Once the approval response is submitted by an Owner, the Property Manager will receive an email notification.
View Owner Approvals and Acknowledgements
Filters exist for Owner Approval Status and Acknowledgement. For more information on creating and saving filters, refer to Customize and Manage Filters.
From any Meld list, click FILTER and select the Owner Approval statuses and Approval Acknowledgement options you want to view.
Acknowledge Owner Approval
From a Meld, review Owner Approval information and, be aware, the Approval Note will also show as a Chat Message within the Meld.
Under Owner Approval, click Acknowledge to confirm that you have seen Owner submission of approval. This action keeps you organized as it relates to knowing the current Owner Approval process stage.
- Any time prior to a Meld being completed or canceled, you can click Restart Approval to restart the entirety of the Owner Approval process.
- You may also view all of the additional information pertaining to the request by clicking Request Details.
Request Details view:
Click CLOSE to exit the Request Details view and return to the Meld:
Confirm by clicking ACKNOWLEDGE.
NOTE: You can select Acknowledge if the Owner has not approved the request as well.