Documents

Leases, amendments, estoppels, notices and other property paperwork show on the Automatic and Document pages. Click a card to open it.

The Document Card

Field	What it is
Date	The date on the document. If none is found, Roz uses today.
Owner	The owner group: EM, TM or BM. It picks the company folder.
Document type	What the document is, such as Estoppel or Second Amendment To Lease. It picks the category folder.
Entity	The company that owns the property.
Property	The property name.
Additional information	Extra detail, such as a tenant or suite. Turn on In filename to add it to the name.

Some cards show Why this type at the bottom. Click it to see why Roz picked the document type.

On the Automatic page, switch Invoice / Document at the top of the card if Roz read an invoice as a document, or the other way.

Add a New Document Type

Sometimes the right type is not in the list.

• If the AI thinks a new type is needed, the card says The AI suggests a new type. Click Review and add, or Skip. Cards with a suggestion show New type? in the grid.
• To make one yourself, click Use AI next to Document type.
• If you type a type that is not in the list, click Add it as a type.

1. Check the form
   Roz fills in a name, definition and keywords from the document.

2. Pick a category
   The category decides the folder, such as Leasing or Accounting.

3. Fix the keywords if needed
   Keywords help Roz spot this type next time. Add Instructions for the AI and click Fill again to redo it.

4. Check the other documents (optional)
   Turn on Then check the other documents waiting for review. Roz looks for more documents of this new type. It is off the first time. Roz remembers your choice.

5. Click Add type and use it
   The type is added to the list and set on this document.

The check shows in a notice at the bottom right, with a bar that fills as it goes. Click Stop to cancel it. Only documents nobody has reviewed yet are checked.

When it finds more documents that look like the new type, click Review in the notice. Untick any that are not that type, then click Set on. Each changed card says Set when you added the type. Click Put back on a card to undo it.

If you skip the check, Roz offers it again in a notice after the type is added. Click Check them.

Notices and Task Notices

Document types that start with Notice - or Task Notice - save to a Notices subfolder.

Task notices also go to the Monday M&O board. Turn on Monday in the file bar before you click File. Turn on Assign PM on notices to assign the property manager.

Invoices on the same page

With Monday on, invoices go to the Monday AP board too. On the Automatic page, tick only the task notices before you file with Monday on.

Notices Notice vs Task Notice routing and the M&O board.

Save Location

Documents save to the property’s folder, in the category of the document type:

Z:\Shared\<Company>\Properties\<Property>\<Category>\

Owner	Company folder
EM	Elliot Megdal & Associates
TM	The Megdal Companies
BM	Megdal Investments

Example: Z:\Shared\Megdal Investments\Properties\Culver_City_El_Pollo_Loco\Leasing\

The filename follows this pattern:

yyyymmdd_DocumentType_Property.pdf

Example: 20260908_Estoppel_CulverCityElPolloLoco.pdf

Check the Saves to line

Always read the Saves to line before filing. If the folder looks wrong, fix the owner, property or document type.

Server Directory How the property folders and categories are laid out.