The GetDocsNow wizard is accessible in TOPS v3.2.1™ from the File menu. This wizard need only be run one time to establish a schedule for all of your data uploads.

You will need to enter your GetDocsNow customer ID into the field pictured above to link your data with your GetDocsNow.com account.

Select the communities you wish to upload. You can come back to this screen later to see which owners/charge codes have been set.

Select the owners whose data you wish to upload. Owners who are not selected (management company owners, developers, etc.) will not be uploaded to GetDocsNow, but if an owner record is selected, and a resale is performed on that property, the new owner record will automatically be uploaded in it's place.

Review, and if necessary, define the special charge codes for each community. Regular charge codes are automatically entered into the system--only special assessments need to be defined.

All charge codes are automatically entered into the system as regular, with the date due and delinquency days pulled from TOPS v3.2.1™.

Special setup may be required for communities in which there is an active special assessment or there has been a special assessment and some homeowners still owe it. Simply identify the TOPS charge table code that is being used for this Special Assessment, so this amount can be broken out in the GetDocsNow upload.

The Scheduler allows you to define when uploads will be performed. You may choose to upload as much or as little as you like. The TOPS Scheduler is sophisticated enough to know if your computer was turned off or offline at the time of the scheduled upload, and will initiate an upload at the next available opportunity.

Once the wizard has been completed, you may perform an immediate upload, or close the program and allow the TOPS Scheduler to perform the task when it is next scheduled.