How to configure a Move-In Packet

Create flexible and fully customizable Move-In Packets with e-signature-enabled digitized documents. Once a packet is configured in Resident Settings, it is immediately ready to enable for ALIS Move-Ins and send to external signers.

Prior to packet configuration

Configuring a Move-In Packet requires specific security role permissions that grant manage access to Resident Settings for your company or community. If you do not have access to Resident Settings but need to configure a Move-In Packet, first contact your company administrator. If revisions to your security role are needed, your company administrator should contact your Account Manager or our ALIS Customer Success Team directly. 

It is also necessary that your move-in documents are properly digitized and added as Compliance Items in Resident Settings before you can create a packet to send to external parties. Be sure to send your documents in PDF format to your Account Manager or our ALIS Customer Success Team, and be prepared to consult our team on your specifications for signature lines and required fields. 

Access configuration settings

Once move-in documents have been successfully added as Compliance Items, the Move-In Packet can be further configured in Resident Settings.  

• Navigate to Settings > Resident. Scroll down the Resident Settings page to the Move-In Packet Configuration section. 
• Alternatively, users with specific security role permissions can access this Move-In Packet Configuration section directly from the Move-Ins page. Simply click the Configure Packets button at the top right of the Move-Ins table. When you click this button, it opens a new tab which takes you directly to the Move-In Packet Configuration section of Resident settings.

Configure a Move-In Packet 

In the Move-In Packet Configuration section of Resident Settings, you will see if you already have any move-in packets configured. If you have just enabled this feature, this page will show that "There are no move-in packets configured." 

Step 1 - Create New Packet 

First, you will start by creating new packets, which is how you will group your documents. Create multiple packets to have the ability to fully customize which documents are included in each. For example, if your community has multiple Product Types with distinct pre-move-in requirements, you can create separate packets with unique Compliance Items added to each. 

1. Click +Create New Packet. 
2. In the pop-up that appears, type the Packet Name which is how you can indicate how specific documents are grouped. Note that the name typed here will be visible to packet recipients. 
3. Click Create to save the name of your packet. You can create as many packet names as needed. 

Step 2 - Add Compliance Items to Packet 

Once you create a new packet, you will need to determine which Compliance Items are included.

1. Click +Add Compliance Items. 
2. In the pane that opens to the right, first select the Product Type(s) from the dropdown menu.
   1. • Selecting a Product Type here will filter the below available documents based on the individual items' Product Type settings. If you leave the default option here set to All, any documents that are already digitized and specifically enabled for e-signature will be available to add to the packet. 
3. Next, use the checkboxes to either select all available documents shown here or multiselect which documents to add.  
   • • If you choose to include a residency agreement document in a packet, it will be fully integrated into your Residency Agreements feature workflow. For more general information about how to set up and use the Residency Agreements feature, refer to these Set up Residency Agreements and Residency Agreements Reference Guide articles.
     • There is an 'Unavailable' section below which will reveal any documents 
4. Click the Add Items to Packet button to save. To review your packet selections, you can click the + sign next to the packet name to expand and reveal which items are included. 

Step 3 - Enable Packet 

After you have added all Compliance Items to your packet, you must enable the packet to be able to use it in ALIS Move-Ins. 

1. Next to the packet you want to enable, click the green Enable button. 
2. You can now navigate to your ALIS Move-Ins page and send the enabled packet(s). to Refer to this How to send a Move-In Packet guide for more information on how to complete these next steps. 

Manage Move-In Packet settings

There are a variety of ways you can manage your configured packets' settings. Rename your packet, add more items to an already configured packet to be included in that packet moving forward, flexibly enable and disable, delete entire packets, and delete individual packet items. 

• • • To rename your packet, click the pencil icon. In the pop-up that appears, you can type your new packet name. Click Update to save and apply the packet name to unsent packets.

• • • To add compliance items to an existing packet, click the +Add Compliance Items button. Follow the same directions as in the above Step 2 - Add Compliance Items to Packet. 
    • To temporarily disable a packet and remove it from the list of options on the ALIS Move-Ins page, click the Disable button on the far right. If you ever need to enable it again, simply click Enable again. 
    • To delete an entire packet, click the red trashcan icon to the far right of the packet. This opens a pop-up for you to confirm the deletion. Deleting the packet will solely remove the configuration of documents from the Move-In Packet Configuration section, but it will not delete any existing Compliance Items.
    • To delete an individual packet item, expand the packet by clicking the + sign next to the packet name. Then click the trashcan icon next to the item you wish to delete. Deleting the individual item will only remove it from the Move-In Packet. This item will remain in the Compliance Configuration section unless further action is taken to retire or delete it. 

Audit Move-In Packet settings changes

To easily review changes made to the Move-In Packet Configuration, there is a link to an audit log. 

1. Click the Move-In Packet Audit Log link at the top right hand corner of this section.
2. This takes you to the Audit History section of the Community Details page. The audit history shown here provides details on items that have been added, edited, and deleted. It also provides timestamps and details on which staff member made each change.

Related Articles: 

• ALIS Move-Ins Reference Guide
• How to send a Move-In Packet

For more assistance with ALIS Move-Ins,

Contact our ALIS Customer Success Team:

888.404.ALIS (2547) or support@go-alis.com