How to send a Move-In Packet

The ALIS Move-Ins feature streamlines your entire move-in process by replacing traditional paperwork with a single, electronic workflow. This guide provides simple steps on how to send an already customized Move-In Packet.

For more information on the ALIS Move-Ins feature and how to set up your customizable Move-In Packets, refer to the following guides: 

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

Access the ALIS Move-Ins page

To most efficiently access the ALIS Move-Ins page, click the Move-Ins Dashboard icon. You can also access this page by using the Residents dropdown menu at the top of the page.

How to send a Move-In Packet 

There are two different Send Packet buttons options on this Move-Ins page. While they offer slightly distinct workflows, both options will produce the same result. Clicking the button on the top left of the table allows you to select from any Applicants or current Residents in ALIS, while the buttons to the right of the listed Applicants automatically selects that person in the next step. 

Send Packet for an Applicant or Resident 

When you click the Send Packet button from either location, you are directed to a new page that prompts you through two steps to prepare the packet prior to sending. 

Step 1 - Select Packet

This step is focused on ensuring the correct applicant or resident is paired with the correct packet type and that all included documents are accurate.

1. In the Select Applicant or Resident dropdown menu, choose an applicant or resident name from the list (if applicable).
   • If an applicant was preselected and you need to change it to a different applicant or resident, can click the pencil icon and make a new selection.
2. Then, select the packet to send in the Select Packet menu. 
   • The list of options shown here are based on your Move-In Packet Configuration in Resident Settings, which can be quickly accessed by clicking the 'Go to Resident Compliance' button to the top right of the table. For steps on creating and enabling packets to appear in this dropdown, refer to this How to configure a Move-In Packet guide.
3. Once the packet is selected, the 'Documents Ready for Signature' section and required signers per document will appear below for your review.
   • Click the Preview buttons to open each .PDF document in a separate tab.
   • Use the red trashcan icons to remove any documents you do not wish to send with the packet at this time. If you need to more permanently delete the document from your packet configuration, navigate to Resident Settings by clicking the 'Go to Resident Compliance' button to the top right of the table. You can also refer to the "Manage Move-In Packet settings" section of this How to configure a Move-In Packet guide for steps on how to delete items from an existing packet.
4. Click Next to move to the below Step 2 - Assign Signers. 

Step 2 - Assign Signers

This step is focused on ensuring that contact information is assigned to each signer type prior to sending the packet. It is not required to assign signers to each signer type on this list. As long as one signer is confirmed, you can send a packet to that recipient. 

1. Click the Select Signer button to begin assigning each signer type on the list. 
2. This expands an area below where you must choose a Signer option from the dropdown menu and enter an associated Email Address.
   • If the signer contact information is not listed as a contact on the applicant or resident profile, you will need to click Create New Contact from the menu. This option allows you to enter basic contact details which will then be automatically stored on the profile.
   • You can also choose from existing Contacts associated with the selected profile as well as current Staff profiles. 
3. Once you have entered the required contact details fields, click the Confirm Signer button.  
4. Repeat the above steps 1-3 for all unassigned signers on this page for whom you need to send the packet. 
   • Note that you can click Edit Signer at any point prior to sending the packet to update the assigned signer information.
5. Click Send Packet to send to all assigned signers once they are configured. After sending the packet, you will be immediately directed back to the Move-Ins page where you will see a high-level overview of the packet status. Refer to the "Manage Move-In Packets" section of the ALIS Move-Ins Reference Guide for more information on how to track the status of packets by signer. 

Related Articles: 

• ALIS Move-Ins Reference Guide 
• How to configure 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