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Access Point Information Canada eStrataHub Customer User's Guide

1. 1234 Sth Stres Victoria British Colonsbia Canads VSV SVS Phcas 250 555 1234 Request for Undertaking 6 Make sure your Juricert digital id is selected in the Sign As box then enter your Juricert password in the Password box 7 If you select the box to lock the document nobody will be able to alter the content of the document after you sign it 8 When you are done click Sign Appendices 56 Sign As Joe Lawyer YDUASK jl ajoslaw ca Password _ wr Certificate Issuer Joe Lawyer YDUASK Joe Lawyer YDUASK V Lock Document After Signing 9 Save the signed document to a folder where you can easily find it in the example below we have a folder called SignedUndertakings We recommend saving the document with a name that indicates that 1t has been signed in the example below we added JL Signed to the filename When you are ready click Save Appendices 59 Date modified No tems match your search Recent Places Desktop T ss A Computer amp Network mE File name JL Signed KYZ_Undertaking Requespd Jv Save as type Adobe PDF Fies pdf n vi 10 Acrobat will display your saved document with your digital signature Now you can return the signed Undertaking Request to the strata manager to indicate your acceptance See Provide an Undertaking on page 22 yam E Me EN OOO Des ort EN ee IPSE iNet Siar 4 Ic ur
2. Strata Plan bcs2055 Strata Lot 14 Building Bachelor Heights To receive your documents you may download the order as a single package or download the individual files that make up your order Please be aware that these links are valid for 60 days but you may download the documents from eStrataHub at any time Download as a single package Order 3239 pdf e Download Individual Files Document File Size File Name Form B Information Certificate 92 8 KB FormB pdf Form F Certificate of Payment 63 4 KB FormF pdf Strata Council Meeting Minutes 21 4 KB 2012 11Minutes pdf Strata Council Meeting Minutes 21 4 KB 2012 12Minutes pdf Strata Council Meeting Minutes 21 4 KB 2013 O1Minutes pdf Strata Council Meeting Minutes 21 4 KB 2013 02Minutes pdf Figure 45 Email Links email showing links to free Adobe software a link to documents as a single file and links to each file You can e Right click the link then choose Save target as and save the PDF portfolio to your network where you can work on it later e eft click the link to open the file in your Acrobat software then print the PDF documents or save them to your network To work with PDFs in the portfolio you will need current versions of Adobe Flashplayer and Adobe Acrobat Reader or the latest version of Standard or Professional See Minimum Software Requirements on page 4 and View Print or Save Your Documents on page 48 for details eStrataHub Cus
3. sign at the left to expand an order When you have a number of orders to choose from you can click the column headings to sort the list 1 Find the order number that you want to view Note that the order s status will be Undertaking Required Click the order to highlight it 2 Click the View Order Details button or just double click the order UO Qad YOU docu Reference Folio Ordered On Due Date Strata Plan Strata Lot Status Smith123 03 13 2015 03 20 2015 bcs2055 14 Undertaking Required Smith123 03 13 2015 03 19 2015 bcs2055 14 Rejected Records from 1 to 2 of 2 Create New Order Confirm Sale V All Account Orde Figure 27 Order Index with an Undertaking requested on an order 3 Click the Undertaking tab 4 Click the View Request link to open the strata manager s undertaking request Like all documents in eStrataHub it will be in PDF format If you agree to provide the undertaking there are two ways to prepare your response a The traditional way is to create a response letter sign it with a pen scan it convert it to PDF and send it to the strata manager b The more efficient way is to apply your Juricert digital signature to the strata manager s request save it with a new name and send back the signed request See Using Your Juricert Digital Signature on page 57 for details 5 Click the Provide Undertaking button Order Details Messages History Order Status Underta
4. Frequently Asked Questions 40 4 How do I contact the strata manager The best way to contact a strata manager 1s to use the Send Messages feature see page 21 This ensures that all communications become part of the eStrataHub order In addition to Messages the name and the telephone number for the strata manager is shown at the top of the Order Details page for each order It is a good idea to confirm any verbal communications with a Message so it becomes part of the eStrataHub order 5 Myorder was rejected What do I do now You can do either of the following Contact the strata manager by looking up their telephone number on the Order Details page Go to the Message section of the order and send a Message Order Index I How can I view all of the orders for our company Under the Order Index there are two links which filter the orders you see My Orders shows only orders that you have placed All Account Orders shows everything that has been ordered within your BC OnLine account 2 What are the different status types The possible status types are e New You placed an order but has not yet been accepted or rejected In Progress Your order has been accepted and there is not an outstanding request for undertaking e Rejected The strata manager has viewed and rejected your order Undertaking Required The strata manager has requested that you provide an undertaking letter e Undertaking Provided You have s
5. review the document If you agree with the terms of the undertaking indicate your agreement by signing the document with your Juricert digital signature If the document has a signature box for you to sign click it and proceed to step 6 Otherwise start at step 1 1 Click Tools 2 Click Sign amp Certify 3 Click Sign Document 3 XYZ Undertaking Request pdf Adobe Acrobat File Edit View Window Help FA Create ES Z e EJ amp euis E re e Pages Content Forms Recognize Text Request for Undertaking i Protection STRATA INFORMATION Si i Star Par BCS 1234 sign amp Certify Strata Lot 4 Insurance Company Labrador Insuran EA Sign Document Strata Fees 192 10 1 gt Misc Charges Soni F Arrears 242 10 Dec fee P Place Signature 4 An Acrobat dialog window will appear reminding you how to apply a digital signature Once you are comfortable with this process you can check the box to tell Acrobat not to show this message again Click OK to proceed Appendices 57 signature to appear Once you finish dragging out the desired area you will be taken to the next step of the signing process Do not show this message again 5 Pick an empty part of the document near the top 1f possible and use your mouse to drag open a rectangle for your digital signature Click the top left corner hold the button down drag diagonally and release the button at the bottom right corner
6. 01 19 PM View Undertaking Q Back to Order List Figure 30 Response to Undertaking attached to Undertaking tab The strata manager will review your undertaking letter then e Accept it and deliver your documents Reject it and request changes to the undertaking eStrataHub Customer User Guide April 2015 PA Change an Order s Delivery Date If you need to move an order s delivery date to an earlier or later date use the Accelerate Order button to contact the strata manager and request a changed delivery date Important eStrataHub treats accelerated orders as brand new orders Priority fees are calculated from when you change an order s delivery date not from the date of your original order Because this can significantly change the cost of your order we recommend that you communicate with the strata manager before using this feature Sign in to the eStrataHub application Your Order Index will list all of your current orders You can click the sign at the left to expand an order When you have a number of orders to choose from you can click the column headings to sort the list 1 Find the order number that you want to accelerate Click the order to highlight it The Accelerate Order button will appear below the index 2 Click the Accelerate Order button to open a pop up dialog box Order Index How To Use eStrataHub Select a date range to search for orders and click Search or enter your order nu
7. Delivery Documents will be mailed to my address above Fax Delivery Documents will be faxed to my fax number above Cl Courier Delivery The Strata Management firm will arrange to courier the documents to my address above Document Pick Up will arrange to pick up the documents from the Strata Management firm at their address below Documents will be picked up by Eddie our courier guy NoRole1 PkgPricing 400a 4000 Seymour Place Victoria BC V8X 5J8 Strata Management Firm Remember these delivery options the next time use eStrataHub rar Figure 12 Second part of screen 2 of create new order process 10 Once everything is correct click Next eStrataHub will ask you to confirm your email address eStrataHub Customer User Guide April 2015 Postal Code V3A 8H rick email com 604 555 9999 13 eStrataHub Notice Please confirm that the email address we have on file is correct rick marx email com If this email is not correct click NO and update the email on your order Figure 13 Confirmation screen for your email All notifications will go to this email If it is correct click Yes to go to Step 3 If it is incorrect click No to stay on Step 2 and make the correction Step Three Additional Details Step three appears only if the reason for the order is Sale New Owner Registered Lease Family Transfer or if a Form F was requested In these cases the system a
8. Guide April 2015 36 Confirm Completion of Transaction Sale Transaction Details Folio Ref ESH 308Tst1 Order st 3188 Completion 2015 03 13 Plan Lot bcs2055 123 456 PID 001 002 003 Address Test 1 for hyphen in Lot Registered Barney Jones Rubble Owners B etty Rubble Please confirm the completion of this transaction sale O This transaction did complete This transaction DID NOT complete e This transaction has been delayed until Mar 26 2015 Comments Financing has been delayed and will be finalized March 26th 2015 Thanks e e Figure 52 Confirmation screen showing a sale which was delayed 4 When you have resolved all of your Confirm Sale requests the Sale Transaction Index screen will be empty and you can click Return to Order List Sale Transaction Index Please confirm if the following transactions completed Completed No Records Found 4 Return To Order List Figure 53 Sale Transaction Index with all sales resolved eStrataHub Customer User Guide April 2015 Frequently Asked Questions See the following topics for answers to frequently asked questions General Questions I Why would I want to use eStrataHub eStrataHub was designed to help strata managers avoid many of the problems with managing strata document orders including e All the information in one spot No frantic searching for telephone call notes faxes and emails Simple fast payment No chequ
9. Lec pA Glen ta uid Ost dried ru ACE 30 Eal Links To DOCUMEN S s esie ERE RENE RU d ON daten ME 31 Wiew Order HIStOVy S 33 Dealine With Unclaimed Order Sasan E ETETE 34 Eaa Sales AENT E AE EEE A E AT E 35 INGUTICAM OME IAL eeen E R A TEAR 35 COMINGS ale iss a E DU eL Pio IMcD DUE 35 Frequently Asked Q estions oisinnean noaee a iaie 38 General QUOSLDOBS cisean NO 38 Fees and Payme DL aa dpeec eaae mi ea Peau bu box a a e a tur iri bete 39 oUbmitunos a Order aaa ci oi ith dm Qe cd dae seu gv hc dams Bud aca date ses UE dure D 40 Bre Mb der re rm 4 Uode nakin oS e eC 42 hi ous T Rm m TH ET 42 Receiving INC Order T ects 43 ADDOHUIC6OS corres ep rebns drehte atop EE E Estee ied 47 View Print or Save Your DOGcUmellts e o et e D e Eb aS ra bite to e P e EE et 48 Using Your Juricert Digital Signature scussiun E A eee 57 Typographic Conventions Typographic conventions are used with the following meanings Screen names and field names are capitalized For example In the Transaction screen move to the Search field Buttons and other clickable items appear in bold For example Click Submit Required input that you enter exactly as shown appears in Courier font For example lype ABCDE Variable input that you provide appears in italic Courier font For example Type your Password System messages and other screen output appear in bold
10. files history cookies saved passwords t and web form information Delete browsing history on exit p Change search defaults Tabs L Change how webpages are displayed in tabs Appearance c J ee A Delete Browsing History window will appear Deselect all options except the Temporary Internet File option then click Delete Delete Browsing History omes Preserve Favorites website data Keep cookies and temporary Internet files that enable your favorite websites to retain preferences and display faster Temporary Internet files N Copies of webpages images and media that are saved for faster viewing Files stored on your computer by websites to save preferences such as login information History List of websites you have visited Form data Saved information that you have typed into forms Passwords Saved passwords that are automatically filled in when you sign in to a website you ve previously visited _ InPrivate Filtering data Saved data used by InPrivate Filtering to detect where websites may be automatically sharing details about your visit Frequently Asked Questions 45 Close then restart the browser e Check your screen to see if the problem is fixed b If you use Windows 7 try the 32 bit version of Internet Explorer If you use Windows 7 you may want to try using the 32 bit version of IES or IE9 instead of the 64 bit version Frequently Asked Quest
11. have an envelope icon a in the Msg column of the Order Index screen Sign in and select the eStrataHub application Your Order Index will list all of your current orders When you have a number of orders to choose from you can click the column headings to sort the list 1 Find the order number that you want to view Click the order to highlight it 2 Click the View Order Details button or just double click the order Order Index How To Use eStrataHub Select a date range to search for orders and click Search or enter your order number in the Order field and click Find To m Note Date range must not be greater than 3 months Double click an order to work with that order Double click to pay send messages or Acceleration Requests in red download your documents Q Msg Order Reference Folio Ordered On Due Date Strata Plan Strata Lot Status m 3239 Smith123 03 13 2015 03 20 2015 bcs2055 In Progress 3238 Smith123 03 13 2015 03 19 2015 bcs2055 Rejected Records from 1 to 2 of 2 Create New Order Confirm Sale My Orders All Account Orders Figure 23 Order Index with an unread Message 3 Click the Messages tab 4 You will see the message sent by the strata manager with the date and time it was sent If a file 1s attached you can either view or save it Order Details Undertaking 13 Mar 2015 Sent by Property Manager bunny 10 56 AM Please note that the special
12. list and choose Deselect All or press Shift Ctrl A This will empty the Preview window and de select all of the files in the list Appendices 53 Open File Extract from Portfolio Edit Portfolio Select All Shee In the File menu click Print Save to go to Acrobat s Print Dialog screen The All PDF Files Suse will sya selected Click Print to print all of the files in the portfolio Properties Advanced Help o Print in grayscale black and white Pages to Print Comments amp Forms All PDF files Document snd Markup i Selected PDF files Scale 945 Reverse pages 8 5 x 11Inche Page Sizing amp Handling i Size RE Poster wwwe E S Boe kot eStrataHub Cover Sheet C Fit C Actual size Shrink oversized pages C Custom Sesle 1 Choose paper source by PDF page size Print on both sides of paper Onentaton Auto portrait landscape C Portrait C Land andscape i lt File 1 of 4 Cover Page pdf Bm Page 1of1 Page Setup To print selected PDFs from the portfolio you must first close the Preview window Click and hold the drag bar and drag it all the way across the screen to close the Preview window Appendices 54 p eStrataHub_order_i190 pdf Adobe Acrobat File Edit view Window Help Cover Page pdf Open File eStrataHub Cover Sheet Dels Omkom eerie OF J 10 nA iewe bns Ace Stem n
13. through BC OnLine To view the reason for the rejection open the order in eStrataHub Undertaking Messages History Order Status Rejected Order 3238 Rejection Reason The legal description does not match the legal description for this property Date Ordered March 13 2015 10 35 AM Order Required By March 19 2015 Figure 22 Order Details screen showing reason for rejection The Order Status will show Rejected and the Rejected Reason will show why the Strata Manager rejected your order Note If your order is rejected no fee will be charged to your account Charges are applied only when you complete payment eStrataHub Customer User Guide April 2015 19 Receive Messages Important Messages provide a way to communicate with a strata manager about an order and also provide a history of those communications When using the Messages feature your communications become part of the order This allows both you and the strata manager to go to one place for all communications Using fax or email dilutes the value of the messages feature and can lead to confusion If you requested additional information or documents when you placed your order the strata manager will respond by sending you a message through eStrataHub When this happens eStrataHub sends a Notification email to inform you that the information 1s waiting Make sure to note the order number in the email b As an added feature orders with unread messages will
14. to bill for the unclaimed order During the 40 day Waiting for Payment Chargeable period you can continue to negotiate with the strata manager through eStrataHub messages see Send Messages on page 21 and Receive Messages on page 20 These messages remain on file as part of the order process and include emails 45 days after your completed order s due date if the strata manager has not billed you the order s status changes to Expired 60 days after your completed order s due date if the order is unresolved for any reason the order s status changes to Expired Nothing can happen to an expired order The strata manager won t be able to update it or bill for it and you won t be able to download it At this point it 1s a dead order eStrataHub Customer User Guide April 2015 34 Confirm Sale When a property changes hands strata managers need to update their files with the purchaser s your client s names When a sale falls through or is delayed strata managers may need to change their files back to the seller s names If a strata manager activates eStrataHub s optional Confirm Sale feature an email request will go out to lawyers or notaries who have ordered a Form F Responding to the request is easy you just log into eStrataHub and answer a couple of questions Note that realtors are not affected by this feature as they should not place Form F orders Notification Email On the business day following the completion date y
15. type Adobe PDF Fies pdf can return the signed Undertaking Request to the strata manager to indicate your acceptance See Provide an Undertaking on page 22 Joel Aer A YTF dae AK mnis VEV EVE Phons 250 555 1234 Propecty Management Company ae Valid signature Request for Undertaking Appendices 63
16. with a strata management company that is not yet part of eStrataHub refer them to www estratahub com so they will be able to register their properties Provide an Undertaking Undertakings are documents provided by legal practitioners such as Lawyers and Notaries For the conveyance of a property from one owner to another the Undertaking binds the practitioner to some action or payment relating to the conveyance Homeowners and Realtors are not required to provide Undertakings eStrataHub makes it easy to for practitioners to communicate with strata managers and send an undertaking letter See Provide an Undertaking on page 22 Paying for Your Order When you place your order through APIC the credit card information you provide is required to authenticate that the credit card 1s valid There are no charges to your card until you complete payment and the documents are released to you On the day you requested delivery you will receive an email alerting you that your order is ready to be paid for This is your cue to log back into eStrataHub open the details of your order and click the Complete Payment button Once payment is made you will have an opportunity to download your documents to your workstation or send an email which has links to the documents imbedded in the email Orders placed through BC OnLine operate the same way The BC OnLine deposit account is not debited until you click the Complete Payment button eStrataHub Custom
17. 15 20 03 10 2015 03 13 2015 bcs2055 15 20 3230 ESH 367Tst64 03 10 2015 03 12 2015 vas79 64 Rejected 3228 ESH 222Tst58 03 10 2015 03 18 2015 vas79 58 New 3218 ESH 490Tst49 03 10 2015 03 13 2015 vas79 49 Complete 3216 ESH 450Tst37 03 09 2015 03 13 2015 vas79 37 Complete 3215 ESH 450Tst33 03 09 2015 03 10 2015 vas79 33 In Progress 3214 ESH 497Tst25 03 09 2015 03 20 2015 romy1234 25 Complete 3213 ESH 497Tst22 03 09 2015 03 13 2015 Ims5902 22 Complete 3212 03 09 2015 03 16 2015 bcs2055 14 Complete 3200 ESH 503 Tst13 03 05 2015 03 06 2015 nws7794B 13 Complete 28384 uus Create New Order ear My Orders All Account Orders Figure 6 eStrataHub Order Index screen with orders eStrataHub Customer User Guide April 2015 Place an Order Placing a new order for documents is a five step process Click Create New Order to go to step one otep One Locate the Property Management Company l In the Order Reference Folio field you can enter your own client identifier e g SMITH123 to tag each order Whatever you enter here will appear on your BC OnLine statement along with charges for the order If you pass such costs along to your clients this can help you with your accounting Enter the property s Strata Plan number and Strata Lot number If you don t know these numbers click the link to search by building name In the pop up window start ty
18. Access Point Information Canada eStrataHub Customer User s Guide Last Updated April 2015 APIC Access Point Information Canada Copyright Copyright 2015 Access Point Information Canada Ltd This copyright document is intended for the use of eStrataHub Subscribers and their employees only in the performance of functions related to and for the use of the eStrataHub system in accordance with the Terms and Conditions of Agreement entered into between the Subscriber and eStrataHub Access Point Information Canada Ltd grants consent to eStrataHub Subscribers and their employees the right to photocopy reproduce or store in electronic medium this user s guide provided that the copying is consistent with the intended use of the document No part of the user s guide may be distributed either free of charge or for commercial purposes e g sale rent trade posting on Internet or on electronic bulletin boards without the prior consent of Access Point Information Canada Ltd Helo Desk Telephone Numbers Toll free in Canada 1 800 663 6102 General Questions Telephone Numbers Phone 1 877 953 8253 FAX 250 953 8230 Email eStrataHubAdmin estratahub com Mailing Address Access Point Information Canada Ltd Suite E400 4000 Seymour Place Victoria B C Canada V8X 5J8 Access Point Information Canada Web Site WWW apicanada com Table of Contents Typosraphic Convenios Soie Eee EINE ISSUE CEPR RISE REESE CERE UNES EN TER SE
19. Courier font For example PASSWORD CHANGE COMPLETED Tips Notes Important Notes Cautions and Warnings appear as shown below Tip A way to make your work easier Note Further information about the current subject Important An emphatic note about the current subject Caution An important point that could prevent an inconvenience Warning An important point that could prevent a financial loss or loss of data eStrataHub Customer User Guide April 2015 eStrataHub Overview eStrataHub provides a fast reliable method to order documents from strata management companies eStrataHub is available through two distribution channels The Access Point web site at www apicanada com and the BC OnLine web site at www bconline gov bc ca Registration and Payment Methods Strata documents retrieved through the Access Point web site are paid for with a credit card and strata documents retrieved through BC OnLine are paid for with a BC OnLine deposit account Both sites require customers to register in order to make use of the services Registration with Access Point just take a few minutes and registration with BC OnLine can take 3 to 5 days Order Documents You can use a property s Strata Plan Number to locate the strata management company If the company is registered with eStrataHub you can order documents such as a Form B Form F and Financial Statements from them See Ordering Documents on page 6 Tip If you work
20. Hub Cover Sheet Date Deleeeeg Novecber 07 2012 1044AM Sha Marce Ace Sp ata MS aee eSrata du Order Nambe 1190 Fotu Fadyrweecw corte Requests Compeny Wy Company MOMQUGNO My VOR NUR Propet Name T e Assis Cana Grete Pn eros Sata Lot 4 Coe Afros btta y iuum Compeny 0 804 122 0008 e end Files te bhie Greteteer fer Order LIS Telie ced sos 0 Emo am um Pee m mm att To view save or print a single PDF from the portfolio click the document in the list to select it It will appear in the Preview window Click Open File in the top of the Preview window and the file will open in Acrobat Now you can view print or save the document To print all PDFs from the portfolio right click the file list and choose Deselect All or press Shift Ctrl A This will empty the Preview window and de select all of the files in the list Appendices 49 pen File Extract from Portfolio Edit Portfolio Select All Ctrl A In the File menu click Print Save to go to Acrobat s Print Dialog screen The All PDF Files option will appear selected Click OK to print all of the files in the portfolio Printer Nome G Properties Status Ready Comments and Forms Type OKI 6410 Docurrent and Markups Prnt Range Previews Multiple Files All PDF files J 1 4 Cover Page pdf Selected PDF files Units Inches Zoom 96 Reverse pages Page Handling Copies fi Collate Page Scaling Shrink to Pri
21. Priority fees are established by the Strata Managers separately and therefore may vary from one Strata to another 4 What are Standard Delivery Times The Strata Property Act dictates the standard delivery time for documents The standard delivery time for the following documents is one week Form B Form F e Bylaws e Rules e Depreciation Report 1f ordered along with a Form B The standard delivery time for all other documents is two weeks Note that the Strata Property Act requires certain documents be attached to the Form B Information Certificate 59 4 When these documents are requested along with a Form B then the standard delivery time for Form B would apply 1 e one week If the delivery of documents is requested earlier than the standard delivery times as a Rush Order then Priority Order Fees may apply as determined by the Strata Manager Frequently Asked Questions 39 5 How does eStrataHub calculate Priority Order Fees for a Rush Order If you order a document and request the standard delivery time or later no Priority Order Fees will apply If you request an earlier delivery time Priority Order Fees may apply Priority Order Fees are based on the number of business days from the receipt of the order to the delivery date you select Orders submitted on non business days or statutory holidays are considered received on the following business day Example A If on Wednesday you order a Form B and a Form F to be d
22. RE MINER E ERE CER EH ENES 1 ESL ALALIUD OVER VICW e 2 Minimum Software Requirements ccccsssssssssccccsssssssscsscsccccccccssssssssccccssscsssssssccscoses 4 My Orders and AH Account Ordos sooner tees Ee DIS bx ne aan 5 Orderme Documents 2 5 re EYE EE suare ESOS VETE NOERI EIE EAE ES PVT ENo CENE EEEES 6 DEAE SEEITADIUD aa a epee ate PL ELI MA DNI LI DM EIDEM RI LIMINE 7 e Order X8 a E dotum ped otto aot EM ctp ceci 8 PI SAT O16 Eounuss dicen bruce E ren Seren Te d nT ty Toren Serre 9 Step One Locate the Property Management Company ecce nneeenns 9 Step FWO NeW Order Dea S iasi oirn ep Matte t ate bloquer mpi epdd bestie vi itid opus duit 10 SEP LNEC Additional Detalls ous Ven 14 SOPP OUT IRCVICV Orde roni E E E 17 SCD Payer OTILE TACCA o E T E A TE 16 When the Strata Manager Accepts Rejects Your Order esee 19 Receive Messan GS nnne e d i pd ens pp LEA E Ced rta Qul pe ede M Ut cedi nof da Rut e toD etal 20 Send Messa CS csosestee ctn dace hae eost sue ctetu o eE 21 Provide an UU Tdertakflg cione e bU tees tlre ate aet DUM Gulli eae DELLI 27 Chanse an Orders Delivery Dale sdtisesaoklo nios Veo mutopas a a 24 Cane IMn am OG c neneetere ree ener a ee tet toe tM oh oleo aret I iore 26 Complete Pare nterin Ete taoD Maite tbe Mte tatio Malte bubisq Ntc Macias 27 Receive Your DOCUM MS vous a docu ceu ratus eia awed ncatann deu tutes Mead ed 20 Download Documents aiuta ist Eie e p E canis Ost Eie
23. T Form J Rental Disclosure Statement Parking Permit 5 01 mE ND NI NI NUI O Package Delivery 13 78 Ins Cert no fees 3 00 C Welcome Package Strata Council Meeting Minutes From Feb iv g 4 Cut Off Time 10 00pm Orders submitted prior to the strata managers cut off time are considered to be received today Canada Pacific Date Required 03 18 2015 Four Days 154 31 priority document and service fee but does not include per page fee Strata Sale OR Change to Title v O Reason for Order mm ange to Title v Comments Special Instructions please put any instructions about this order in the following text field Please let us know if the special levy was passed Thanks O Figure 11 First part of screen 2 of create new order process 7 Choose whether the current owner is a Person or a Business and eStrataHub will display the appropriate input fields Enter information about the current strata owner In the case of a sale adding the name and number of the current owner s lawyer can save time 8 The Order to be delivered To section is where you complete information about yourself as documents will be delivered to you The first time you order you must enter your delivery information After this the information appears automatically Note If information about yourself changes such as your email make sure that you update this section on your next order eStrataHub Customer User G
24. above To email links to these documents to yourself or someone else click on the Email Links to Docs button Order Completed On March 16 2015 02 17 PM Figure 42 Order Details screen showing Download and Email buttons eStrataHub Customer User Guide April 2015 29 Download Documents The Download Documents button opens a window listing all of the documents in your order At the top of the screen you can download your entire order as a single Adobe Portfolio file At the bottom of the screen you can download individual documents from within the order N AP i C Contact Us Help Orders List gt Order Details gt Download amp User SU dioriUu Documents Order Details Strata Plan 4 bcs2055 Strata Lot 14 PM Bunny Strata Management Documents Requested File Name Download order as a single package Order_3239 pdf OR You may download the individual files that make up your order by clicking on the links below Documents Requested File Size File Name Form B Information Certificate 92 8 KB FormB pdf 5 Form F Certificate of Payment 63 4 KB FormF pdf Strata Council Meeting Minutes 21 4 KB 2012 11Minutes pdf Strata Council Meeting Minutes 21 4 KB 2012 12Minutes pdf Strata Council Meeting Minutes 21 4 KB 2013 O1Minutes pdf Strata Council Meeting Minutes 21 4 KB 2013 02Minutes pdf Figure 43 Download screen showing the link to the order as a single file and links to individual files You can Right c
25. art of the document near the top 1f possible and use your mouse to drag open a rectangle for your digital signature Click the top left corner hold the button down drag diagonally and release the button at the bottom right corner 1234 Sth Strest Victoria Britith Columbia Canada VSV SVE Phous 250 555 1234 Request for Undertaking 6 Make sure your Juricert digital id is selected in the Sign As box then enter your Juricert password in the Password box 7 If you select the box to lock the document nobody will be able to alter the content of the document after you sign it 8 When you are done click Sign Appendices 61 pixv2Z Undertaking Request pdf Adobe Acrobat File Edit View Window Help x FA create pm rf um 7 Ll eo s _ tamoe w TK x L Sign As Joe Lawyer YDUASK oe Lawyer YDUASK 201 RN i Password pee b Certificate Issuer Joe Lawyer YDUASK Info Appearance Document Signinc Joe Lawyer YDUASK Lock Document After Signing EE xm Cancel 9 Save the signed document to a folder where you can easily find it in the example below we have a folder called SignedUndertakings We recommend saving the document with a name that indicates that it has been signed in the example below we added JL Signed to the filename When you are ready click Save Appendices 62 Date modified No tems match your search Fie name JL Signed KYZ Undetsking Request pdf M Save as
26. ata Lot 14 Documents Ordered Form B Information Certificate Form F Certificate of Payment Strata Council Meeting Minutes Notifications will be emailed rick marx shaw ca to Figure 17 Order confirmation screen Order has been received by eStrataHub 2 Your new order is now listed in the Order Index Note the Status of your order it starts off as New and then changes as you and the strata manager take it to completion Order Index How To Use eStrataHub Select a date range to search for orders and click Search or enter your order number in the Order field and click Find To kin Note Date range must not be greater than 3 months Double click an order to work with that order Double click to pay send messages or Acceleration Requests in red download your documents Msg Order Referencef Folio Ordered On DueDate Strata Plan Strata Lot Status e 33 Smith123 03 13 2015 03 19 2015 bcs2055 M New Records from 1 to 1 of 1 Create New Order View Order Details Confirm Sale My Orders All Account Orders Figure 18 Order Index screen with new order listed Note If you wish to cancel your order you can do so while the order status is New See Cancelling an Order on page 26 Once the Strata Manager accepts your order only the manager can cancel the order It is best to use the Messages feature to ask the manager to cancel the order eStrataHub Cu
27. b all your orders will appear in the Order Index Orders remain in the Order Index for 60 days There are a number of ways to locate an order 1 Use the Order field to find any order ever placed by you or your firm including orders more than 60 days old Just enter the order number and click Find 2 Use the From and To fields to list only orders that were made during a specific date range from a single day to a maximum of three months Click the calendar icons to select start and end dates then click Search To reset the Order Index to display orders from the last 60 days click Clear 3 Click any heading to sort the index by Order Reference Folio Ordered On Date Due Date and so on Click the heading again to reverse the sort order 4 If there are multiple pages of choices click a page number to move ahead or back 5 Click My Orders to list only orders that you made Click All Account Orders to list all orders made by everyone in your account Order Index How To Use eStrataHub Select a date range to search for orders and click Search or enter your order number in the Order field and click Find From o a ow E To m Note Date range must not be greater than 3 months Double click an order to work with that order Double click to pay send messages or download your documents Acceleration Requests in red Msg Order Reference Folio Ordered On Due Date Strata Plan Strata Lot 3233 ESH 302Tst
28. charge your account for the amount of the order Figure 9 Unclaimed order notice Step Two New Order Details 1 Enter the property s civic address 2 Click the check boxes to order as many documents as you require These choices will vary depending on the Strata Manager and the province you chose 3 f you select any Minutes documents date range fields will appear so you can specify a time period for each type of minutes document Click the Month and Year fields to choose a start and end date 4 Select a Delivery Date for your order The Delivery Date is the date that the Strata Manager will deliver your order with the documents attached Your Delivery Date will drive priority fees associated with your order When you select a date a pop up will appear on the right side of the screen with the estimated cost of your order eStrataHub Customer User Guide April 2015 10 Order Estimate Service Priority Three Days Priority Fee 10 16 Document Fee Form B or F 35 00 Other Document Fees 0 00 eStrataHub Service Fee 13 50 Estimate 58 66 taxes page fees and additional delivery fees not included Figure 10 Cost estimate showing Priority fees Document fees and eStrataHub fee note no page fees You may alter the priority fee by selecting a new Delivery Date Note The traffic light indicates the strata management company s cut off time Orders received before this time are considered to be rec
29. e y XY 7 m s EE YDUAS K dh Canada VSV SVS Phons 250 555 1234 Property Management Company TEE Valid signature Request for Undertaking Digital Signature in Acrobat XI When a strata manager sends you an Undertaking Request open it in Acrobat XI and review the document If you agree with the terms of the undertaking indicate your agreement by signing the document with your Juricert digital signature If the document has a signature box for you to sign click it and proceed to step 6 Otherwise start at step 1 1 Click Sign 2 Click Work with Certificates 3 Click Sign with Certificate Appendices 60 ga XYZ_Undertaking_Request pdf Adobe Acrobat File Edit View Window Help T3 Create E E e o E EJ amp Customize v 1 71 d s Tools Sign Comment aj gt I Need to Sign gt Get Others to Sign v Work with Certificates Ei Sign with Certificate Request for Undertaking Time St Digitally sign document S ORMATION Stata Pan BCS 1234 4 An Acrobat dialog window will appear reminding you how to apply a digital signature Click Drag New Signature Rectangle to proceed roc xl o To begin signing choose the Drag New Signature Rectangle button and then Ww dragoutthe area where you would like your signature to appear Once you finish dragging out the desired area you will be taken to the next step of the signing process AGM SGM Date 5 Pick an empty p
30. e Payment on page 27 Receive Your Documents on page 29 If you need to move an order s delivery date to an earlier or later date see Change an Order s Delivery Date on page 24 eStrataHub Customer User Guide April 2015 Start eStrataHub To access eStrataHub through BC OnLine sign on as you normally do then 1 Select eStrataHub from the BC OnLine main menu 2 Click Submit BC OnLine Active Session Products FAQ Account Setup Contact Us Sign 1 News User Guides 1 Hours of Operation Links Site Map Conditions of Use BC OnLine HELP Main Menu For ACCESS POINT INFORMATION CANADA LTD Mar 13 2015 Account Balance 48 00 08 04 09 AM MsmMeu J Chagemsemt JC JL 89e Folio Submit Reset BC OnLine Mailbox Select an Application Personal Property Reg Site Registry Coop amp Misc Entity Search OBC Registry Services O Rural Property Tax e eStrataHub InspekTech Inspections Combined MH PPR Search Manufactured Homes Online OBC Assessment O Tax Certificates Online O Court Services Online O Dye amp Durham ETRAY O Landcor Property Reports Account Mana gement Figure 3 BC OnLine menu with eStrataHub selected To access eStrataHub through the APIC Portal go to www apicanada com then 1 If you need to set up an APIC account click the Register link 2 Once you have registered and signed into APIC you can click Go To eStrataHub N Al IC Home Annou
31. eived on the current day Orders received after this time are considered to be received on the following business day this becomes important when priority charges are involved A green light indicates that you have more than 10 minutes until cut off Yellow indicates that cut off is less than 10 minutes away Red indicates that the day s cut off has passed Enter the date by which you need the documents delivered The estimated delivery cost will appear below the Date Required field An Select a Reason for Order from the drop down selection 6 If you want to add any comments or special instructions for the strata manager enter them in the Comments box eStrataHub Customer User Guide April 2015 11 New Order Details 2 Strata Plan LMS99128 Strata Lot 14 Manager NoRole1 PkgPricing Folio Smith123 Property Information Civic Address 33 1234 Jackson Street Documents Ordered M Form B Information Certificate 35 00 Rules Note Section 59 4 of the Strata Property Act states that if available the following documents must accompany the Form B Rules Budget Rental e Disclosure Statement and Depreciation Report Warranty Form F Certificate of Payment 15 00 Depreciation Report Bylaws Engineering Report Financial Statements most recent Remediation Building Envelope Reports or Summary Annual General Meeting Minutes Strata Council Meeting Minutes Special General Meeting Minutes I TT SI
32. elivered the following Wednesday no Priority fees will apply Because the standard delivery time for these documents is one week only the statutory fees will apply 35 for Form B 15 for Form F 13 50 for eStrataHub delivery Example B If on Wednesday you order a Form B and Form F to be delivered the following Monday the Strata Manager s Priority Order Fees will apply in addition to the fees mentioned above Priority Order Fees are based on business days Saturday and Sunday are not counted In this example your three day rush order would include Thursday Friday and Monday 6 When is a Same Day order due The same business day that it 1s received 7 When is a 1 Business Day due The business day after it 1s received 8 Do you accept credit card payment Yes registration at www apicanada com is quick and easy Once you have registered you can pay for strata documents with a credit card Submitting an Order 1 How do I submit a new order through eStrataHub See Ordering Documents on page 6 2 How will I know when my order is accepted by the strata manager Two things happen when the strata manager accepts your order e estrataHub will send you an email Che status in the Order Index and on the Order Details page will change from New to In Progress 3 I need to add another document or form to an order What can I do Use the Messages feature to request that the strata manager add the missing document
33. ent the undertaking letter using the Undertaking section Waiting for Payment Your order is ready to be delivered and you must complete payment e Waiting for Payment Chargeable The strata manager can force payment for an unclaimed order Payment Authorized eStrataHub is verifying your payment before delivering the order Payment Declined Your payment could not be processed Complete Payment has been processed and the order has been delivered to your Order Details page Frequently Asked Questions 41 Expired If a completed order is unresolved for any reason 60 days after the order s due date the status changes to Expired Nothing can happen to an expired order A customer can t download it and a strata manager can t bill for it At this point it is a dead order 3 How do I sort the Order Index Click the header you wish to use for sorting It will sort from smallest to largest or A Z Click again to reverse the sort order 4 How can I see what documents are being requested for each order On the Order Index click on the sign next to the order The row will expand to show the documents required Of course you can also double click on the order which takes you to the Order Details page where all information can be found Undertakings 1 How do I know when I need to provide an undertaking See Provide an Undertaking on page 22 Please note that some strata managers may send you a Message r
34. equest How do I provide the undertaking letter See Provide an Undertaking on page 22 3 I sent an undertaking letter using Messages and the status is still Undertaking Required What should I do It is best to attach your letter using eStrataHub s Provide an Undertaking feature see page 22 This way you will be able to quickly find the Undertaking without having to search the Messages 4 What happens when the undertaking is accepted You receive an email that tells you the undertaking has been accepted and the status of the order changes back to In Progress 5 My undertaking was rejected What can I do Usually the strata manager provides a reason for rejecting the undertaking and requires a change to the undertaking letter You can resubmit the undertaking letter and the strata manager will receive it just as with your original letter You can also contact the strata manager directly to resolve the issue Messages I What are messages Messages allow you and the strata manager to send and receive information about the order This provides a record of all communication in one place They can be just text a file or both 2 How do I send a message to the strata manager See Send Messages on page 21 Frequently Asked Questions 42 3 How do I know if I receive a message from the strata manager You will receive an email notifying you that a message has arrived for an order In addition to the email the Order Index scree
35. er Index Order Details Strata Plan BCS2055 Strata Lot 54 SM Bunny Strata Management Undertaking Messages History CANCEL ORDER ack to Order Li Buttons to access your documents will appear here after you complete payment Figure 35 Order Details screen on a New order showing Cancel button You cannot cancel your order after a strata manager accepts it However you can request that the strata manager cancel an order for you Follow these steps 1 Use eStrataHub messages to communicate your request to the strata manager see Send Messages on page 21 and Receive Messages on page 20 This will create a record of your request and your reasons for cancelling 2 If the strata manager agrees to your request and cancels the order the order s status will change to Cancelled and eStrataHub will send you an email notification regarding the cancellation 3 If the strata manager does not agree the order s status will remain unchanged and the order will still stand You will receive a message explaining that your request was denied Note There is no charge to place and then cancel an order eStrataHub Customer User Guide April 2015 26 Complete Payment When the strata manager delivers the documents that you ordered eStrataHub will send a Notification email to inform you that your order is ready to download Make sure to note the order number in the email Sign in to the APIC web site or BC OnLine where you placed y
36. er User Guide April 2015 2 Receive the Documents You Ordered When the strata manager delivers your documents eStrataHub sends you a summary of the documents and an invoice If everything is correct you can pay for your order using your BC OnLine account see Complete Payment on page 27 and receive the documents in a single PDF Portfolio file see Receive Your Documents on page 29 and View Print or Save Your Documents on page 48 Note that you can also pay by credit card if you register with www apicanada com eStrataHub Customer User Guide April 2015 Minimum Software Requirements The proper software is needed to place your order and to view and print the strata documents In order to use eStrataHub effectively you should have e The latest version of Internet Explorer Google Chrome or Firefox Che latest version of Adobe Acrobat If you are having problems opening your files you have two alternatives 1 Download and install the latest version of the free Adobe Reader and the associated Flashplayer https get adobe com reader https get adobe com flashplayer 2 If you plan to use Adobe Acrobat Standard or Professional to sign EFS documents and will not be using the Reader version of Acrobat then you need to download and install the free Flashplayer plugin e Flashplayer http get adobe com flashplayer Note Other PDF viewer software should work with the links to the individual files that make up t
37. es Internet This zone is for Internet websites except those listed in trusted and restricted zones Security level for this zone Allowed levels for this zone Medium to High Medium high Appropriate for most websites A Prompts before downloading potentially unsafe content Unsigned ActiveX controls will not be downloaded Enable Protected Mode requires restarting Internet Explorer W Custom level Default leve ESE on LCS WwW UCG Lo 1 Cancel Click Apply and then OK Close then restart the browser If you used this tip for a download problem try downloading your eStrataHub documents again e f you used this tip to resolve a screen display problem check your screen to see if the problem is fixed 4 I just get a blank or partial screen when I select eStrataHub If you see a blank or partial screen when you select eStrataHub from the main menu try changing the Enable Protected Mode setting as explained above and see the other solutions below a Clear the Browser s Cache e In the browser s Tools menu select Internet Options In the General tab under Browsing History click Delete Frequently Asked Questions 44 WoW y H Home page A m To create home page tabs type each address on its own line x Browsing history Delete temporary
38. es No rush couriers Easier and less stressful tracking the status of all your orders especially around closings e Save time and money No more picking up paper orders at strata manager s office 2 How can I order forms and documents through eStrataHub You can use a BC OnLine account or if you want to pay by credit card you can register with APIC www apicanada com 3 I do not have a BC OnLine or APIC account How do I get more information Getting a BC OnLine account takes from three to five days Sign up here WWW bconline gov bc ca account html Registering an account with APIC takes two to three minutes Sign up here WWW apicanada com 4 How do I receive my order and what type of file is it You can download your order from a link on the Order Details page after you complete payment Your order is delivered as a single PDF Portfolio file which contains one or more PDF files See View Print or Save Your Documents on page 48 for details 5 Do I need Adobe Acrobat to read and print the order In order to work with PDFs in the portfolio you will need current versions of Adobe Flashplayer and Adobe Acrobat Reader or the latest version of Adobe Acrobat Standard or Professional See Minimum Software Requirements on page 4 under Minimum Software Requirements and View Print or Save Your Documents on page 48 6 How long does it take to receive my order You can obtain your order within minutes of the strata manage
39. ete Payment Undertaking Messages History COMPLETE PAYMENT Statement Receipt Back to Order List Buttons to access your documents will appear here after you complete payment Figure 39 Complete Payment button on an order waiting for payment 7 When you click Complete Payment the Download Documents and Email Links to Docs buttons will appear Now you can take delivery of your order See Receive Your Documents on page 29 and Email Links to Documents on page 31 F Download Documents Email Links to Docs Statement Receipt Back to Order List Figure 40 Order Details screen with Download and Email buttons Important When payment is verified the order is complete eStrataHub Customer User Guide April 2015 26 Receive Your Documents Shortly after you complete payment eStrataHub delivers your order and sends a Notification email to inform you that your documents are ready for download Make sure to note the order number in the email Important Your order will remain on the Order Index for 60 days from the time it 1s delivered Please download the file and save it on your system You can find orders more than 60 days old by using the Order field or searching by date range Sign in and select the eStrataHub application Your Order Index will list all of your current orders You can click the sign at the left to expand an order When you have a number of orders to choose from you can click the column headin
40. ge cover sheet Add all Registered Owners even those already on Title who will be on Title at the end of this transaction Primary Owners are simply the first person that the Strata Manager will contact in an emergency REVIEW ORDER amp Figure 14 Screen 3 of create new order process Note Adding Registered Owners uses a pop up window Ensure that you turn your pop up blocker off to display the Add Registered Owner pop up 1 Choose whether the Owner is a Person or a Business and eStrataHub will display the appropriate input fields 2 Primary Owner indicates the person to contact in case there is a question it does not indicate primary ownership 3 If you select No for Reside in Unit the pop up window will expand so you can complete the owner s address 4 If there is more than one owner click Add Registered Owner and fill in another pop up window Continue until you have filled in each owner s information eStrataHub Customer User Guide April 2015 15 Add Registered Owner Registered Owners are those people or companies who will be on Title for this property Accurate contact information will help Registered Owners and Strata Managers communicate with each other Registered Owner is a Person Business First Name Anne Middle Name Last Name e Primary Owner Yes No Home Phone 250 555 4567 Business Phone Cell Phone Email Address Resides in unit B O Re
41. gs to sort the list 1 Find the order number that you want to view Click the order to highlight it 2 Click the View Order Details button or just double click the order Order Index How To Use eStrataHub Select a date range to search for orders and click Search or enter your order number in the Order field and click Find To Bim Note Date range must not be greater than 3 months Double click an order to work with that order Double click to pay send messages or download your documents Acceleration Requests in red Reference Folio OrderedOn DueDate On Due Date Strata Plan Strata Lot 3240 Roth492 03 16 2015 03 20 2015 ee ee BCS2055 Complete 3239 Smith123 03 13 2015 03 20 2015 bcs2055 Complete 3238 Smith123 03 13 2015 03 19 2015 bcs2055 Rejected Records from 1 to 3 of 3 Create New Order View Order Details Confirm Sale AILA ount Orde Figure 41 Order Index selecting a completed order 3 In the Order Details screen click Download Documents or Email Links to Docs Each option is explained next Undertaking Messages History Download Documents Email Links to Docs Statement Receipt Back to Order List Thank you for your purchase Did you know that you can now pay for your order using your credit card Click here for more info Discover e Your documents are now available for download To download your documents please click the Download Documents button
42. he documents in your order However these other viewers may have difficulty viewing the Portfolio file that contains all of your documents in one file eStrataHub Customer User Guide April 2015 My Orders and All Account Orders When you log in and select eStrataHub you will see the orders that you submitted If using BC OnLine you can work with orders from other people in your account by clicking the All Account Orders link in the lower left corner of the eStrataHub screen My Orders All Account Orders Figure 1 All eStrataHub orders in my BC OnLine account When you click All Account Orders all orders initiated from everyone in your BC OnLine account including your own will display You can then work on orders that were placed by others in your account My Orders All Account Orders Figure 2 My eStrataHub orders If you wish to switch back and just see your own orders click the My Orders link in the lower left corner of the eStrataHub screen eStrataHub Customer User Guide April 2015 5 Ordering Documents You can use eStrataHub to find strata property management companies and order documents from them Before you begin make sure that you know the property s Strata Plan Number and Lot Number See Start eStrataHub on page 7 e The Order Index on page 8 Place an Order on page 9 Receive Messages on page 20 Send Messages on page 21 e Provide an Undertaking on page 22 Complet
43. ion Lot 14 Strata Plan LMS99128 Civic Address 33 1234 Jackson Stree Owner Vendor s Lawyer Lawyer sPhone 250 555 1345 Request Initiated By FirmName Columbus Way Ltd Contact Name Rick Marx Contact Phone 604 555 5999 Contact Fax 604 555 9999 Contact Email rick email com Address 110 1234 Margaritaville Dundarave BC V3A 8H9 Additional delivery options Registered Owner s Name Alice Leigman Home Phone 250 555 2345 Reside Status Full Time Attach Listing Agreement here i PLACE ORDER 4 Figure 16 Review order screen showing a Listing Agreement attached by a realtor eStrataHub Customer User Guide April 2015 17 otep Five Order Placed 1 The system displays a message indicating that you have successfully placed the order You will receive an e mail notification when the strata manager accepts or rejects your order Click Return to Orders to go back to the Order Index APIC Contact Us Help User PB62210 Acct 175880 vidiarwo0 New Order Order Placed 5 Strata Plan bcs2055 Strata Lot 14 Manager Bunny Strata Management Folio Smith123 Order 3238 payment by clicking the Complete Payment button You will be able to see the final total for your order by clicking the Thank you for your order When your documents are ready you will receive an email prompting you to log back in and finalize Statement Receipt button eStrataHub acknowledges receipt of your order Strata Plan bcs2055 Str
44. ions 46 Appendices The following sections describe in greater detail how to use software to make your eStrataHub experience easier and more efficient Appendices 47 View Print or Save Your Documents See Minimum Software Requirements on page 4 for details regarding Adobe Acrobat The forms and documents that you order through eStrataHub are delivered in a single PDF Portfolio file The portfolio acts as a container for one or more PDF files In order to work with PDFs in the portfolio you will need current versions of Adobe Flashplayer and Adobe Acrobat Reader or the latest version of Adobe Acrobat Standard or Professional Adobe Acrobat Standard and Professional are commercial products but the free software listed below might be enough for you Adobe Reader at https get adobe com reader Flashplayer at https get adobe com flashplayer The following sections describe each version Appendices 46 View Print Save in Acrobat X When you receive your order open the PDF Portfolio in Acrobat X 1 The documents you ordered will appear in a File List on the left 2 The first document in the portfolio will be selected and will appear in a Preview Window on the right 3 A Portfolio Toolbar appears at the top of the screen letting you change the view of the documents Layout or Files 4 A drag bar appears between the file list and the preview window oe gt Open File le eStrata
45. king Required Orders 3239 Date Ordered March 13 2015 10 54 AM Order Required By March 20 2015 Undertaking Click here to see how you can save time and use your Juricert digital signature to accept an Undertaking An Undertaking Request was received on 13 Mar 2015 01 32 PM View Request Figure 28 Undertaking tab showing a request for an Undertaking 6 In the pop up window click the Browse button and navigate to the appropriate undertaking PDF file on your network then click Open 7 Click Submit to send your undertaking letter to the strata manager eStrataHub Customer User Guide April 2015 22 Upload Undertaking Please click the browse button to select the undertaking file then submit the form to send the requested undertaking document to the Strata Manager Undertaking uments SignedUndertakingAndersonFile pdf Browse Document Figure 29 Locate and attach Undertaking 8 Note that you can click the links in the Undertaking section to view both the original request and the document that you sent Order Details Undertaking Messages History Order Status Undertaking Provided Order 3239 Date Ordered March 13 2015 10 54 AM Undertaking Order Required By March 20 2015 Click here to see how you can save time and use your Juricert digital signature to accept an Undertaking An Undertaking Request was received on 13 Mar 2015 01 32 PM View Request You provided an Undertaking on 16 Mar 2015
46. levy will go before council next week on March 25th Figure 24 Messages tab showing the most recent message eStrataHub Customer User Guide April 2015 20 Send Messages If you need to send a message or document to the strata manager you can use the Messages option 1 Open the Messages tab 2 Click Send a Message Order Details Undertaking Send a Message e 13 Mar 2015 Sent by Property Manager bunny 10 56 AM Please note that the special levy will go before council next week on March 25th Figure 25 Messages tab and the Send a Message button 3 n the Send Message dialog box you can enter text and attach any type of document you wish to send 4 Click Cancel if you want to close the comment box without sending Send Message To Bunny Strata Management Message Thank you for the information regarding the holdback fees Please let us know when these can be released Thank you Attachment Browse B go Figure 26 Send message pop up eStrataHub Customer User Guide April 2015 Click Send and eStrataHub instantly sends your Message to the strata manager 21 Provide an Undertaking When a strata manager requests an undertaking eStrataHub sends a Notification email to inform you that the request is waiting Make sure to note the order number in the email Sign in and select the eStrataHub application Your Order Index will list all of your current orders You can click the
47. lick the link then choose Save target as and save the PDF portfolio to your network where you can work on it later e eft click the link to open the file in your Acrobat software then print the PDF documents or save them to your network To work with PDFs in the portfolio you will need current versions of Adobe Flashplayer and Adobe Acrobat Reader or the latest version of Standard or Professional See Minimum Software Requirements on page 4 and View Print or Save Your Documents on page 48 for details When you are finished with this screen click the Order Details link at the top to return to the order details screen for this order or the Orders List link to return to the Order Index screen eStrataHub Customer User Guide April 2015 30 Email Links to Documents The Email Links to Docs button sends links by email to addresses that you provide The person who receives the email can use the links to download the documents from your estrataHub order This is much easier than downloading the PDF files and then sending them as email attachments Click Email Links to Docs to view the Email Document Links window If you do not want to send links to the email originally provided usually yourself just clear the first box If you want to send links to other email addresses select the second box and enter the addresses as shown You can enter multiple addresses by separating each one with a semicolon You can add a comment to the e
48. mail if you choose When you are finished click Send Email Email Document Links Strata Plan bcs2055 Strata Lot 4 14 Order 3239 Email link tay V Email originally provided rick marx shaw ca You can enter multiple addresses by separating f each one with a semicolon V Additional Emails legal email com Admin email com Email Comments Here are links to those documents you requested Thanks Send Email Figure 44 Email Links popup with additional emails and Comments eStrataHub Customer User Guide April 2015 31 eStrataHub will send an email like this to the addresses you specified 1 These links provide access to the free software needed to view the documents 2 This link lets you download the entire order as a single Adobe Portfolio file 3 These links let you download individual documents from within the order New w Reply Reply All Forward Delete Spam BG 9 v TeUuadr immg UNS urucr PledSe LUIILdCL UIE Str dLd ITidiTdUCITICTL CUITIDdITY Note To view your documents you will need the latest version of Adobe Reader If you do not have Adobe Reader or find that pages display as blank you need to install the Reader and Flash Player software see p f Get ADOBE M FLASH PLAYER Note Other PDF viewer software may not be compatible with eStrataHub documents Your order for strata documents from Bunny Strata Management Comments Here are links to those documents you requested Thanks
49. mber in the Order field and click Find Order From Um Double click an order Order Note Date range must not be greater than 3 months rk with that order Double click to pay send messages or download your documents Reference Folio Ordered On Due Date Strata Plan Strata Lot Acceleration Requests in red Status 3239 Smith123 03 13 2015 03 20 2015 bcs2055 14 In Progress 3238 Smith123 03 13 2015 03 19 2015 bcs2055 14 Rejected 2 Accelerate Order Create New Order ew Order Details Confirm Sale Ord Figure 31 Selected order highlighted in grey and Accelerate Order button displays when order selected 3 Click the calendar to select a new delivery date for the order The new priority delivery fee will appear beneath the date 4 Click Send to send the acceleration request to the strata manager Accelerate Order Strata Plan Strata Lot Date Required mm dd yyyy bcs2055 Two Days 89 77 priority and delivery fee This will be added to all per page and document fees 3 0 Figure 32 Accelerate Order pop up with new delivery date and new priority fee 5 The accelerated order will appear highlighted in red eStrataHub Customer User Guide April 2015 24 Order Index How To Use eStrataHub Select a date range to search for orders and click Search or enter your order number i
50. n shows an envelope icon ai beside orders with unread messages What types of files can I send with a message You can attach any type of file Word documents PDFs spreadsheets or 1mages Receiving the Order I PA 3 How do I receive my order See Receive Your Documents on page 29 How long will the record last in the system after it is delivered An order will appear in your Order Index for 60 days after delivery but it always stays 1n the system To find an order that no longer appears in the index use the Order field or search by date range See The Order Index on page 8 I m having trouble downloading my documents If you receive Access denied or You are not authorized messages please try the following solutions a Disable Protected Mode requires restarting Internet Explorer If you use the IE8 or IE9 browser you may need to disable protected mode to download ordered documents or to solve display issues Inthe Tools menu select Internet Options and open the Security tab e Find the Enable Protected Mode field and change its setting If it is currently selected unselect it You must re start Internet Explorer for the changed setting to take effect Frequently Asked Questions 43 Internet Options General Security Privacy content Connections Programs Advanced Select a zone to view or change security settings e amp V O Localintranet Trusted sites Restricted sit
51. n the Order field and click Find To Note Date range must not be greater than 3 months Double click an order t with that order Double click to pay send messages or download your documents Acceleration Requests in red Msg Order Reference Folio Ordered On Due Date Strata Plan Strata Lot Status 3239 Smith123 03 13 2015 03 20 2015 bcs2055 14 In Progress 3238 Smith123 03 13 2015 03 19 2015 bcs2055 14 Rejected Records from 1 to 2 of 2 Create New Order View Order Details Confirm Sale Figure 33 Order Index screen with an accelerated order When the strata manager accepts or rejects your request a message like the one below will appear on the Order Details page Accelerate Order Request A request to accelerate this order to March 18 2015 was submitted on March 16 2015 01 42 PM Figure 34 Acceleration recorded in Order Details Once the strata manager accepts your request to accelerate delivery the Order Required By date on the Order Details screen will change to the new accelerated delivery date You will also receive this information in an e mail eStrataHub Customer User Guide April 2015 25 Cancelling an Order You may cancel an order only if the strata manager has not yet accepted it If the status of the order is still New you can open the order and click the Cancel Order button When you cancel an order it will disappear from the Ord
52. ncements Products Company Contact Us Signin Register Access Point Information Canada 1 Home TCOL Canada s ira ia e TAX CERTIFICATES ONLINE UD Purchase Tax Go To Certificates Learn More eStrataHub Learn More Click here for the TCOL Quick Reference Click here for the eStrataHub Quick Reference Click here for a list of participating Strata Managers Access Point Information Canada APIC is a supplier of essential property related information and electronic services for the Conveyance pity riry no landinn ate n n m in n a Aa intan nrnmnmarrnmn naa m ina inform inn nro into inalo mio Figure 4 APIC home page showing Registration link and eStrataHub eStrataHub Customer User Guide April 2015 The Order Index The first time you use eStrataHub your Order Index will be empty Order Index How To Use eStrataHub Select a date range to search for orders and click Search or enter your order number in the Order field and click Find To m Note Date range must not be greater than 3 months Double click an order to work with that order Double click to pay send messages or download your documents Acceleration Requests in red Msg Order Reference Folio Ordered On Due Date Strata Plan Strata Lot Status No Records Found Create New Order View Order Details Figure 5 eStrataHub Order Index screen with no orders As you use eStrataHu
53. nd Markups Print Range Preview Multiple Files All PDF files 1 1 Cover Page pdf Selected PDF files Units Inches Zoom 96 Reverse pages Page Handling Copes fi Collate Page Scaling Shrink to Printable Area 4 Auto Rotate and Center Choose paper source by PDF page size Use custom paper size when needed Print to file Printing Tips Page Setup Advanced View Print Save in Acrobat XI When you receive your order open the PDF Portfolio in Acrobat XI 1 The documents you ordered will appear in a File List on the left 2 The first document in the portfolio will be selected and will appear in a Preview Window on the right 3 A Portfolio Toolbar appears at the top of the screen letting you change the view of the documents Layout or Files 4 A drag bar appears between the file list and the preview window Appendices 52 p eStrataHub_order_i 190 pdf Adobe Acrobat File Edit View Window Help Open File eStrataHub Cover Sheet Sete Cms eerie OF 2502 10 nA lim bns Ace Orem napne cce Sh Onde Nut 199 foe Sees orme Needs mpery Me Lam To view save or print a single PDF from the portfolio click the document in the list to select it It will appear in the Preview window Click Open File in the top of the Preview window and the file will open in Acrobat Now you can view print or save the document To print all PDFs from the portfolio right click the file
54. ntable Area 4 Auto Rotate and Center Choose paper source by PDF page size Use custom paper size when needed Print to file Printing Tips Page Setup Advanced To print selected PDFs from the portfolio you must first close the Preview window Click and hold the drag bar and drag it all the way across the screen to close the Preview window Appendices 50 estrauHub order 1190pdf Adobe Acrobat Fie Ed View Window Help Qe 5 mea Er 1 Cover Page pdl Open File e eStrataHub Cover Sheet Cute Dekveced Nomba 07 2012 10444M Strate Manege Ate Systa Maragemet eStralaMuh Cedar Nembe 1109 Foko Reference sonner Reqestoer Company My company Requested By Puci Mars Property Name The Waysue Granet Strate Pien epa3 33 Fors PF Cartificets of Paymaect er irre o9 Il1 r33 of vam UT por Now hold down the Ctrl key and click the files that you want to print To select a range of files you can also click the first file in the range then hold down Shift and click the last file in the range In the picture below the first and third file are selected In the File menu click Print Save to go to Acrobat s Print Dialog screen Now both the All PDF Files option and the Selected PDF Files options appear Click Selected PDF Files and click OK to print the files you selected Appendices 51 Printer Eudionsu 88 Properties uem e Comments and Fons Type OKI 6410 Docurrent a
55. ou will receive an email from eStrataHub asking you to log on and confirm that the sale took place Confirm Sale Completed eStrataHub Order 5188 From testmesiratahub com To rick mar On March 04 2015 you submitted order 3188 to eStrataHub for a transfer that was scheduled to complete on March 13 2015 Please log back into BC OnLine www bconline gov bc ca and select eStrataHub to indicate if the transfer completed or not If this did not complete or was delayed you will have an opportunity to provide the strata manager with more information Details af your order are below Folio Reference ESH 308Tst1 PID 001 002 0035 Order 3188 Plan bcs2055 Lot 123 456 Address Test 1 for hyphen in Lot Completion Date March 13 2015 Adjustment Date March 13 2015 Possession Date March 13 2015 Owner Vendor Willma Alice Flintstone Registered Owner s RockRidge Construction Barney Jones Rubble B etty Rubble Thank you The eStrataHub Team Figure 48 Confirm Sale email Confirming the Sale After a sale completion date when you sign on to eStrataHub a Confirm Sale dialog box will pop up asking you to resolve the question Did the sale complete Click Resolve to go to the Sale Transaction Index screen eStrataHub Customer User Guide April 2015 35 Confirm Sale There are one or more eStrataHub orders where the strata manager needs to know if the sale completed Please click the Resolve button belo
56. our order click the Statement Receipt button Undertaking Messages History COMPLETE PAYMENT Statement Rece Buttons to access your documents will appear here after you complete payment TotalPrice 45 20 amp Figure 37 Order Details of an order waiting to complete payment Note that the summary of the cost of your order also displays on the Order Details 4 An Order Summary window will open Review this information carefully 5 Youcan print the summary if you want to Close the Order Summary window when you have reviewed the information eStrataHub Customer User Guide April 2015 2 7 eStrataHub Internet Explorer e https test estratareports com strataportal stf orderDetails do method showInvoice amp orderid 3240 in Payment Details Reference Folio Billing Date Time GST Number 871743571 Order Details Order amp 3240 Strata Plan BCS2055 Strata Lot 46 Property Name Bachelor Heights Civic Address 44 582 Willow Lane Richmond BC Order Sent March 16 2015 01 55 PM Strata Manager Bunny Strata Management Form F Certificate of Payment Priority Fee eStrataHub Delivery Fee O Total before Tax Tax Total CAD Thank you for your purchase Please note that we are unable to provide refunds or exchange on the purchase of strata documents All sales are final r39 Figure 36 Payment Details before payment is complete 6 Atthe top of the Order Details screen click Compl
57. our order and select the eStrataHub application Your Order Index will list all of your current orders You can click the sign at the left to expand an order When you have a number of orders to choose from you can click the column headings to sort the list 1 Find the order number that you want to view Note that the order s status will be Waiting for Payment Click the order to highlight it 2 Click the View Order Details button or just double click the order Order Index How To Use eStrataHub Select a date range to search for orders and click Search or enter your order number in the Order field and click Find To m Note Date range must not be greater than 3 months Double click an order to work with that order Double click to pay send messages or download your documents Acceleration Requests in red Order Reference Folio Ordered On Due Date Strata Plan Strata Lot Status 3240 Roth492 03 16 2015 03 20 2015 BCS2055 46 J Waiting for Payment 3239 Smith123 03 43 2015 03 20 2015 bcs2055 14 Complete B 3238 Smith123 03 13 2015 03 19 2005 bcs2055 14 Rejected Records from 1 to 3 of 3 Create New Order View Order Details Confirm Sale Orci A A TEILS AMAT PL Figure 36 Order on Order Index with a status of Waiting for Payment The Order Details screen displays information about the order 3 To see a detailed breakdown of cost of y
58. ping the name of the building and a list of possible candidates will appear Click the one you want and the Strata Plan will be filled in for you In the Acknowledgement section indicate your role by selecting Real Estate Agents Lawyers amp Notaries or Homeowners Click Next New Order 1 Locate Property Management Order Reference Folio Smith123 about the folio Province BC e Strata Plan UM599126 e Strata Lot 14 The Strata plan must have a proper 3 or 4 letter prefix Learn more Not sure of the Strata Plan Click here to locate the property by building name Acknowledgement Select your role in requesting strata documents Selecting the incorrect Role may cause the Strata Manager to reject your order Voor Role Lawyer or Notary e v By selecting this option hereby certify that am the registered owner or an agent as authorized by the owner or purchaser agree to accept partially fulfilled orders and understand will not be billed if requested item s have not been provided by the Strata Manager understand will receive notification at the email address have provided when my requested order has been prepared and available for purchase Please note that Real Estate Agents need to attach Real Estate Listing Agreement on step 4 of the order Figure 7 Screen l of create new order process 5 Some strata properties have multiple sections e g a building with retail stores on the ground floor comme
59. r submitting it for delivery After receiving an email from eStrataHub you can review a summary of the order fees The documents will appear as soon as your payment is completed Frequently Asked Questions 38 Fees and Payment I What does it cost to use eStrataHub For each order eStrataHub calculates the cost as follows Document Fees Priority Fee if any Delivery Charge Document Fees the Strata Property Act of BC specifies how much a property management company may charge for forms and documents Currently a Form B costs 35 and a Form F costs 15 If a per page charge is applicable it will be 0 25 Priority Fee a property management company may charge a fee for a rush order This is in addition to the document fees set out in the Strata Property Act of BC Delivery Charge eStrataHub adds a 13 50 Delivery Charge per order This is in addition to the document fees and priority fee 1f any charged by the property management company 2 How do I pay for an order The cost of the order is deducted from your BC OnLine deposit account when you click the Complete Payment button You can also register with APIC to use a credit card see www apicanada com 3 What are the Priority Order Fees Priority Fees are the additional amount the Strata Manager may charge for rush orders that are to be delivered earlier than the standard delivery times Priority fees are in addition to the applicable per page fees form fees and delivery fees
60. rcial offices above and residential units on top Each section will have its own strata council and may have its own Strata Management company In this situation you will be able to choose from an index like the one below Note that you may have to indicate your role again Select the correct management firm then select Real Estate Agents Lawyers amp Notaries or Homeowners and click Next eStrataHub Customer User Guide April 2015 Strata Sections found for the provided Strata Plan Number More than one management firm is responsible for this Strata Plan Please select the Section you need Section Description Manager LMS99128 LMS99128 G LMS99128 Figure 6 Portion of Screen 1 showing multiple Sections for a strata building Commercial Office Space Lots 85 100 Lots 7 84 NoRole1 PkgPricing Strata Plan Num Section Name Commercial Street Level Stores Bunny Strata Management Residential NoRole1 PkgPricing Some strata management companies require that customers agree to pay for unclaimed orders You might see a dialog message like the one below asking you to decide before continuing to Step 2 See Dealing with Unclaimed Orders on page 34 for details eStrataHub Notice Notice This Strata Manager has a policy where unclaimed orders may be charged automatically If you do not Complete Payment of your order when it is due after five days this Strata Manager may
61. sides Part Time mailing address O Does Not Reside in Unit mailing address mm o Figure 15 Add Registered Owner screen eStrataHub Customer User Guide April 2015 16 Step Four Review Order 1 Review the order details carefully 2 If you have to change something click Edit Order to return to step two 3 Some strata management companies require Realtors to upload a PDF copy of the Listing Agreement to validate their request for strata documents If this is so and your role is Realtor an extra Attach Listing Agreement field will appear Click Browse and navigate to your PDF copy of the Listing Agreement The path to the document will appear in the field 4 Click Place Order when you are ready Varta 4 Order the bottom of this screen Strata Plan ft LMS99128 Strata Lot 14 Manager NoRole1 PkgPricing Folio Smith 123 Folio Smith123 Order Required March 18 2015 Documents Ordered FormB mF For f ation Certificate Informa Special instructions Please let us know if the special levy was passec Certific ont ert ate of Payment Thanks Strata Council Meeting Minutes Strata Council Meeting Minutes From 02 2013 Strata Council Meeting Minutes To 02 2015 Possession Date March 20 2015 Completion Date March 20 2015 Adjustment Date March 20 2015 Typeof Order Sale New Owner Movein Yes MoveOut Yes Provide name of Insurance Co Yes Property Details PID 012 345 678 Legal Descript
62. sks for further details 1 In the top part of the screen Enter the property s Legal Description PID Completion date and Possession date Click the calendar to choose a date using the mouse Lawyers or notaries who request a Form F may be asked to confirm the sale on the business day following the completion date See Confirm Sale on page 35 e Optionally enter the Adjustment date e If you want to know the name of the strata s insurance company or the Move In and or Move Out fees select one or more of the check boxes The information will appear on your package s cover sheet 2 Click Add Registered Owner and provide information in the pop up box about all who will be on Title at the Land Title and Survey Authority If there is more than one Registered Owner repeat this step until you add them all Please include everyone who is currently on Title and who is being added to Title 3 Once everything is correct click Review Order eStrataHub Customer User Guide April 2015 14 New Order Additional Information 3 Strata Plan bcs2055 Strata Lot 12 Manager Bunny Strata Management Folio Legal Description PID Completion Date Possession Date Adjustment Date Lot 12 Plan BCS2055 001 335 631 03 20 2015 03 20 2015 03 20 2015 o WM Provide name of Insurance company V Provide Move In fees Wv Provide Move Out fees Insurance and Move In Out information will appear on the packa
63. sns elata n Ord Mente IND fce Sees comme Need mpary My Sano Drag to rightto close Preview window Now hold down the Ctrl key and click the files that you want to print To select a range of files you can also click the first file in the range then hold down Shift and click the last file in the range In the picture below the first and third file are selected In the File menu click Print Save to go to Acrobat s Print Dialog screen Now both the All PDF Files option and the Selected PDF Files options appear Click Selected PDF Files and click Print to print the files you selected Appendices 55 56 Appendices Using Your Juricert Digital Signature As a lawyer or notary you almost certainly have a Juricert digital signature that you use to e file documents with the LTSA As an eStrataHub customer you can use that digital signature to sign documents such as undertaking requests When you receive an undertaking request rather than attaching a signed and scanned acceptance letter you can simply apply your digital signature to the request and return the signed version Your digital signature will certify your identity and credentials You will need current versions of the Adobe Flashplayer and Version X or XI of Adobe Acrobat The following sections describe signing in each version of Acrobat Digital Signature in Acrobat X When a strata manager sends you an Undertaking Request open it in Acrobat X and
64. stomer User Guide April 2015 18 When the Strata Manager Accepts Rejects Your Order When the Strata Manager accepts your order you will receive an email acknowledging acceptance If you requested insurance and moving fee information and that information 1s known to the manager when they accept your order it will be included in the email eStrataHub has sent you this email for the following event The Strata Manager has accepted the following order Order 62757 Strata Manager STEADFAST PROPERTIES LTD Property Name ABBOTSFORD PLACE Strata Plan Ims375 Strata Lot 2 Requestor Organization Name api Requestor Name marx rick Due Date 30 Apr 2015 Thank you The eStrataHub Team Figure 19 Excerpt from Acceptance email which also shows moving fees and Insurance Company If the Strata Manager rejects your order you will receive an email notification The examples below show orders rejected through an APIC session and a BC OnLine session The following order has been rejected 3299 Please log onto APIC vww apicanada cam select eStrataHub and bring up Order 3299 to check Rejection Reason onthe Order Details page Figure 20 Excerpt from rejection email through APIC The following order has been rejected 2651 Please log on to BC OnLine www bconline gov bc ca select eStrataHub and bring up Order 2651 to check Rejection Reason on the Order Details page Figure 21 Excerpt from rejection email
65. tomer User Guide April 2015 32 View Order History The History link lets you view all of the events that an order has gone through 1 Open the History tab 2 The Order History screen shows who initiated each event the nature of each event and when each event took place In the example below you can see when you placed the order when the strata manager accepted and delivered the order and when you completed payment PM Bunny Strata Management Order Details Undertaking Messages User Name Event Date Time PB62210 placed order 2015 03 13 10 55 49 Manager accepted order 2015 03 13 10 56 07 Manager message sent for order 2015 03 13 10 56 44 PB62210 message sent for order 2015 03 13 12 33 50 undertaking requested for order 2015 03 13 13 32 21 undertaking provided for order 2015 03 16 13 19 32 Manager PB62210 Manager undertaking accepted for order 2015 03 16 13 31 54 PB62210 acceleration requested 2015 03 16 13 42 01 Manager waiting for payment 2015 03 16 13 54 11 PB62210 payment authorized 2015 03 16 13 54 32 Records from 1 to 10 of 10 Figure 46 History tab showing events recorded for this order eStrataHub Customer User Guide April 2015 33 Dealing with Unclaimed Orders What happens if a strata manager assembles and delivers an order as per
66. uide April 2015 12 9 Some Strata Managers offer additional delivery options such as mail fax or document pickup along with the cost of these additional options Note Current Owner Owner First Name Owner Last Name Owner Address Owner Telephone Vendor s Lawyer Lawyer s Phone Order to be delivered to Q First Name Company Address City Email Phone Number Person O Business Jonathan Owner Middle Name Reeve 18 Yates Street Victoria BC Owner Email Remember that Additional Delivery Options are optional eStrataHub provides files as downloadable PDF documents which will likely eliminate the need for you to receive the paper documents If this is a sale to minimize delays and allow the Strata Manager to facilitate delivery of documents please provide contact information for the Lawyer acting on behalf of the Current Owner Bruce Lawman 150 555 1765 Rick Last Name Columbus Way Ltd 110 1234 Margaritaville BC v Dundarave Province rick email com Confirm Email 604 555 5999 Fax Number Additional Delivery Options This Strata Management firm offers additional delivery options Select any additional option you require and the fees for that service will automatically be added to your statement Note You MUST complete payment through eStrataHub before the Strata Manager will release the hardcopy documents Mail
67. w to resolve orders with form F Figure 49 Confirm Sale pop up Note that only you will see the Confirm Sale dialog box for your orders If you are away from the office other people in your account can use the Confirm Sale button at the bottom of the Order Index screen to get to the Sale Transaction Index Create New Order View Order Details Confirm Sale Figure 50 Confirm Sale button The Sale Transaction Index screen will list one or more Confirm Sale requests Click the Resolve button next to the one you want to respond to Sale Transaction Index Please confirm if the following transactions completed Order Reference Folio Completion Owner Vendor Completed 3195 ESH 308Tst 4 2015 03 12 234 567 895 dsasfsad sdafasdfsd Resolve 3188 ESH 308Tst1 2015 03 13 001 002 003 Willma Alice Flintstone EE Records from 1 to 2 of 2 Return To Order List Figure 51 Confirm Sale index listing of orders to be resolved In the Confirm Completion window 1 Select the option that describes the situation In most cases the transaction will have completed as scheduled If the deal fell through select the second option If the deal 1s delayed choose the third option and provide a new completion date 2 Youcan enter comments for the strata manager here 3 Click Update Your responses are saved to your Order Detail screen and the strata manager will be notified to the resolution eStrataHub Customer User
68. your request but you neglect to complete payment The strata manager is placed in a difficult position they have done the work you requested but they haven t been paid eStrataHub provides strata managers with an optional feature that lets them force payment for unclaimed orders If the strata management company uses this feature you will go through an extra step in the ordering process between Step 1 and Step 2 You will have to agree with the following notification before you can submit your order eStrataHub Notice Notice This Strata Manager has a policy where unclaimed orders may be charged automatically If you do not Complete Payment of your order when it is due after five days this Strata Manager may charge your account for the amount of the order Figure 47 Unclaimed order notice Here are the steps in an unclaimed order situation Note that as a customer you have a five day grace period in which to pay for the order l One day after your completed order s due date eStrataHub sends you a message that the order 1s ready During the five day grace period the order s status 1s Waiting for Payment Five days after your completed order s due date the grace period elapses eStrataHub sends you and the strata manager a message that the strata manager may bill your account even if you do not complete payment The order s status changes to Waiting for Payment Chargeable The strata manager now has 40 days in which

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