How to Use It

“The board stores all meeting minutes and financial reports in the HOA’s cloud storage so members can access them anytime.”

Best Practice or Tip

  • Use HOA My Way’s built-in cloud storage to organize documents by category (financials, meetings, governing documents, ARC requests, etc.).
  • Assign user permissions to ensure homeowners, board members, and committees see only what they need.
  • Upload updated versions of documents and archive old files for proper recordkeeping.
  • Store high-demand homeowner resources—like Rules & Regulations or Design Guidelines—in easily accessible folders.
  • Back up critical files such as reserve studies, insurance policies, and legal documents within the platform.

Related Terms

Automation

Document Storage

Portal Access

User Permissions

See How HOA My Way Centralizes Documents and Streamlines Board Operations