How do you organize your contract docs?

LavaMama

Earning My Ears
Joined
Sep 13, 2024
Messages
29
Looking for recommendations for the best way to stay organized if (lol, when) we add on contracts.
 
I should look into doing something like this too.. right now i have emails & papers all over in random places, no idea where anything in particular is, just know about 4 places to start to look. ;)
 
All electronically saved in order with resort name contract size and unit number, with all the info on closing costs and price etc (my future self will thank me when it comes to filling in tax returns on sale!).
 
What docs do you actually receive during the process and keep?
We keep screenshots of the original listing and pdfs of all emails until the entire process is complete and the correct number of points have appeared in our account. Any docusigned documents (offers, contracts), receipts/itemized costs, and deed information are all kept forever. Which may or may not be overkill.

Any contracts that were direct generated less paperwork and pretty much just have the purchase agreements and signed documents.
 
Back when they sent paperwork... Didn't they used to put the docs in the backpack and send them together? ... Maybe when they quit sending paper, they quit the backpack thing too :)

We just save off docs as pdf on our NAS.

Good Luck!
 
Actual grant deeds are part of the normal docs or no? I have some (from resale?) but not all (direct unless I printed them from OC Registrar?).
 
Why do you store the contracts in hard copy?

I mean you most likely e-signed them why not just keep them electronically?

Furthermore, when you have the contracts and points loaded into your account you verify that everything is in order and then you basically dont need your contracts anymore. Unless something is off.
 
Dropbox. Each purchase has its own folder within the DVC folder.

This is what I do. I assign each contract a number (“DVC 1,” “DVC 2,” etc.) followed by the name of the resort and use year. I set up a folder with that designation and put all the relevant documents in there: deed, title policy, closing statement, perhaps other things. I still have the paper documents organized in file folders with similar titles but when I eventually move, I will clear out that paper and just rely on the electronic documents.

I use the same numbering system in my spreadsheet to track my various contracts.
 
Okay, I'm old. I joined quite a while ago and they sent me this file box with my first documents. Been keeping docs in there since then. I've lost a number of documents, photos etc that were stored digitally through changes in devices and everything not transferring. I know this isn't helpful to the younger DVC members, but my kids know where to find it (along with everything else they need to know) when I'm addle brained or you know... :)
 

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