🏘️ HOA Assist

Document Library

Document Library

The Document Library stores your community's governing documents, meeting minutes, financial reports, and forms. Residents can view these documents from the portal.

Uploading a document

  1. Go to Documents → Upload
  2. Click Choose File and select a PDF
  3. Fill in the display name, category, and file type badge
  4. Click Upload

The document appears in the resident-facing Document Library immediately.

Supported file types

Documents must be in PDF format. Maximum file size is 25 MB. For larger files, contact your DryDev account manager.

Organizing documents

Documents are grouped by the category you assign at upload:

CategoryTypical contents
Governing DocumentsCC&Rs, Bylaws, Rules & Regulations, ARC Guidelines
Meeting MinutesAnnual and board meeting minutes
Financial & FormsFinancial reports, budgets, ARC applications, payment forms
OtherAnything that doesn't fit the above

Replacing a document

When you need to update a document (e.g., a new version of the bylaws), upload the new file with the same display name and set the updated date. Archive or delete the old version.

Removing a document

  1. Find the document in the board Document Library
  2. Click Remove and confirm

Removed documents are no longer visible to residents. The file is retained internally for 12 months before permanent deletion.

Best practices for meeting minutes

  • Upload approved minutes within 30 days of the meeting at which they were approved
  • Name files consistently: YYYY Annual Meeting Minutes or YYYY-MM Board Meeting Minutes
  • Redact sensitive personal information before uploading

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