Strata document management — for HOAs and condo communities too

Every document filed where the right person can find it.

“Owners call the office for documents they should find themselves.” EZ gives the community one organized, searchable library, and gives council its own shelf for the material that isn’t for everyone.

Start free trial Book a demo

14-day free trial · No contracts

Every file, filed once — searchable by title, tag, or summary.

One library for the community. One shelf for council.

Everything the community should see lives in the main library. Material that isn’t for every screen goes in Council Documents, a separate council-only surface: file it there and a tenant never sees it. Where you file it decides who sees it, so there’s no permission matrix to police.

Council material on its own surface — no visibility settings to get wrong.

AI document intake

Drop in the PDF. Review what the AI found. Done.

Upload a document and the AI reads it, proposing a title, category, dates, a short summary, and tags. It even suggests which older version the new file replaces. Nothing saves until you review and confirm every field, and the AI never touches the PDF itself.

Title, category, dates, summary, tags — the AI's guess, your edit, your call before it saves.

Six categories. One search box. Zero digging.

Every document lands in one of six categories, with a chip filter to match. Search covers titles, tags, and summaries, so “depreciation” finds the report even when the filename is SCAN_0047.pdf. Documents with an expiry date wear an “Expires soon” badge right in the list.

An expiring insurance certificate wears the badge right in the list — no opening the file to check the date.

Which insurance certificate is current? This one.

Upload a new version and EZ spots the likely predecessor. One click marks it superseded, and the library shows only the current document, with the full history one click away.

Every past version, one click away — the library only shows what's current.

Sending a meeting package? Attach the files right to the announcement in Communications.

Bylaws get their own registry, not a PDF in this library. See Bylaws & Violations.

Documents — common questions

Can we keep some documents council-only?

Yes. Council Documents is a separate, council-only library — file something there and residents never see it. File it in the main library and the whole community can. There's no per-file permission setting to get wrong; the shelf decides.

What happens when a document expires?

Give a document an expiry date — or accept the one the AI proposes from the file — and the library badges it "Expires soon" as the date approaches, then "Expired" once it passes. Upload the replacement and the old version drops out of the default view.

Does the AI change my documents?

No. It reads the PDF once and proposes metadata — title, category, dates, a summary, tags — for the manager to review and edit. The file itself is never altered, and nothing saves until a person confirms it.

Do we have to use the AI to upload?

No. Manual upload works the same as ever — title, date, category, done. The AI path is there for when you're holding a stack of PDFs, not a requirement.