The document library
Upload your bylaws, minutes and financials once — after processing they become filed, searchable, quotable with page citations, and readable by owners through the same library.
Every strata corporation has a document problem. The bylaws are on the outgoing president's laptop, the 2019 minutes are in someone's inbox, and the insurance policy is in a filing cabinet nobody has a key to.
Documents fixes that, and it's the step that unlocks the most elsewhere.
Uploading
Upload a file and it's stored immediately. Before it becomes useful, it's processed: read, indexed, and prepared so it can be quoted with page numbers. The document shows a status until that's done — usually quick, longer for a large scanned report.
Processing is what makes citations possible
Until a file has been processed, Ask the documents and the Assistant can't quote it. If the AI says it can't find something you know you uploaded, check the status here first.
Documents are also classified automatically — bylaws, minutes, financial statement, insurance, depreciation report — so a large upload doesn't need filing by hand.
Finding things
The library is filed into the folders a strata corporation actually keeps: Governance, Meetings & minutes, Financials, Reports & studies, Insurance, Forms & certificates, Correspondence, and Unfiled for anything not categorised yet. A folder is a view over the document's type, so filing something is just setting its category.
Alongside the folders: search, a date filter (a preset period, or a year the corporation has documents in), sort by date or title, and — for the council — a status filter for anything still processing, failed, or needing review. Everything is in the URL, so "the 2019 minutes" is a link you can send someone.
On a phone
Most owners read this on a phone — they're not at a desk, they're checking whether the minutes say what somebody claimed they say. Below tablet width the folder rail becomes a single list you pick from, counts included, rather than a horizontal scroller showing two of nine folders with nothing to say the other seven exist.
The row changes too: the title is the link, with a hit area across the whole row, which is what a thumb aims at in a list. Download is a proper button; delete keeps its target but loses its border, and sits at the far edge — distance is a better guard than weight on the action you least want pressed by accident. Titles wrap to two lines rather than truncating, because a strata document is dated and prefixed and "2021-08-25 - BCS40 - Face Masks Required" cut off at one line throws away the subject and keeps the filing code.
What to upload
In rough order of value:
Bylaws and rules
The registered bylaws and every amendment. The single most-asked-about document in any strata.
Minutes — the last three years
AGM, SGM and council. This is where your corporation's decisions actually live, and it's what makes "what did we decide about the parkade?" answerable.
Financial statements
The last two to three years.
Insurance
The current policy and certificate. Also add the renewal date as a tracked duty.
The depreciation report
Then record it so it clears the compliance item and seeds your component list.
The strata plan
Including the schedule of unit entitlement — you'll want it when checking lots or allocating a levy.
Contracts and warranties
Elevator, landscaping, management, and any roofing or envelope warranty. A warranty nobody can find is a warranty nobody claims on.
Text beats scans
A PDF exported from a word processor is read perfectly. A photograph of a page is read less well. Where you have a choice, upload the digital original — the quality of every AI answer depends on it.
Naming
The library is searchable, but a human still has to scan the list. Be consistent:
2026 AGM Minutes— notminutes final FINAL v3.pdfCouncil Minutes 2026-03-14Bylaws — consolidated 2024Insurance Certificate 2026-2027Depreciation Report 2026 — Acme Consulting
Lead with the year on anything annual and the list sorts itself usefully.
What owners can see
Every document in the library, through the same page you use. Owners get the folders, the search, the date filter and the sort — the same controls, because it's the same shelf and the same questions asked of it. What their role withholds is what they can do to it: no uploading, no deleting, no changing a document's category, and none of the indexing states — "still processing", "failed to index", "AI suggests" — which describe the pipeline rather than the document. Ask the documents and Red flags are council tools, so an owner isn't offered those tabs.
There is no council-only shelf yet
Anything you upload is readable by every member of the corporation. Per-document restrictions are still to come, so until then: legal advice, an owner's personal information, an arrears file, an unresolved dispute — keep them out of the library. Not filed carefully, out.
Owners have statutory record rights
Your province's legislation gives owners a right to certain corporate records regardless of what the library happens to hold. The library is a convenience, not a determination of what an owner is entitled to. If in doubt about a specific request, take advice.
What the library powers
Plain-language questions answered with the exact page cited.
Red flagsA scan across everything for water damage, litigation, levies and other risk.
The AssistantAnswers that combine your documents with your live records.
Strata formsForm B asks about things your documents record.
Keeping it current
Supersede rather than replace. When bylaws are amended, upload the new consolidated version and keep the old one. Which version applied at the time is exactly the question a dispute turns on.
Upload minutes as they're approved. ManageStrata does this for you when you distribute minutes from a meeting.
Do a yearly tidy. New council members inherit whatever's here. Half an hour once a year, usually just after the AGM, keeps it worth inheriting.
Retention
Documents follow your corporation's retention settings. Your legislation sets minimums for certain records — often several years, longer for anything touching major work or the reserve. Set retention to meet your statutory obligation and keep minutes and financial statements indefinitely; they're small, and they answer questions nothing else can.
Still stuck? Open Support in the top bar of the app, ask the Assistant, or contact us.