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Summary
Document Generator

New

Choose Template

Select Group

Choose Inventory

Select Sections

Merge Confirm

Finalize

Create New Document

Document Generator

Show: All | Active | Inactive | Archived

	Title	Description	Doc Owner	Date Added	Restricted	Status

Next Back

Select a Builder from Your Collaborators

	Member Count	Group	Group Type	Members	Status

Next Back

Choose Inventory from Your Property Records

Show: All | Active | Inactive | Archived

	Property				ID	Address	Assigned	Status

Next Back

Select the Sections to Include in Your Document

Next Back

Confirm the Generated Fields to Complete Your Document

Save Back

How do you want to Save Your Document?

Summary
Activity Ledger

New

Activity Ledger

Show: All | Active | Inactive | Archived

	Title		Doc Owner	Author	Date Modified	Restricted	Status

Select User to Assign to Lot

Use the "assign to" feature to delegate tasks to members of your team. Your settings will clear automatically when this task is complete.

Configure Lot Status Locking Rules

Rule Owned By

Locking Contact

Unlock Requirement

Lot
Phase
Community

Lock configuration for only this lot

Not Locked

Public Lock

Public Locks prevent anyone but the approving authority and their agents from viewing/downloading the files associated with a lot status. These can be used to show that work is done without giving full disclosure.

All Clear

Private Lock

Private Locks prevent anyone but the group adding notes and files on the lot status from seeing them. These can be used to internally review work before it is released

All Clear

Locks set here override locking rules for ALL lots in this phase

Not Locked

Public Lock

All Clear

Private Lock

Private Locks prevent anyone but the group adding notes and files on the lot status from seeing them. These can be used to internally review work before it is released

All Clear

Locks set here override locking rules for ALL lots and phases in this community

Not Locked

Public Lock

All Clear

Private Lock

Private Locks prevent anyone but the group adding notes and files on the lot status from seeing them. These can be used to internally review work before it is released

All Clear

Do you want to be notified on status changes to this Lot?

You will be notified at when the Status is changed to the following:

Select User(s) to receive an email notice when this record is unlocked:

Do not show me again

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Video Tutorial is Pending

Update Field Contents

Choose How to Save Your Document

Save As:

Save To:

Single Selection

Selection Required

Account Admin Role Required

Document Generator

Select a Builder from Your Collaborators

Choose Inventory from Your Property Records

Select the Sections to Include in Your Document

Confirm the Generated Fields to Complete Your Document

How do you want to Save Your Document?

Activity Ledger

Select User to Assign to Lot

Configure Lot Status Locking Rules

Do you want to be notified on status changes to this Lot?

Select User(s) to receive an email notice when this record is unlocked: