What happens to our records if we stop using Flex Strata?
Quick answer
Export key records before your access ends — documents, minutes and compliance data are yours to take with you. If you're moving to full Strata Pages instead of cancelling outright, your existing records carry across automatically.
Key takeaways
- Export documents, minutes and compliance records before access ends
- Moving to full Strata Pages carries your records across automatically
- Some records must be kept somewhere regardless of the software you use
Committees should never feel locked into a system because leaving it would mean losing their own history — that would work against the whole point of keeping a proper record.
Before cancelling
- Export documents from the documents library
- Export or note meeting minutes, resolutions and compliance status
- Download insurance certificates and any generated certificates you may need independently
Doing this before the subscription lapses, rather than immediately, avoids a last-minute scramble if you realise you need something once access has already ended.
Moving to full Strata Pages
If a self-managed committee is moving up to take on full financial administration, it isn't a case of exporting and starting over — meetings, documents, compliance and maintenance history carry across automatically to full Strata Pages, since it's the same underlying platform.
Moving away entirely
If a committee is moving to a different system altogether, or a manager is bringing everything into their own systems, exported documents and records can be handed over in whatever format the new system or manager needs, though there's no automated one-click migration to a third-party competitor product.
Records that stay statutory regardless
Some records — the strata roll, by-laws, insurance details — need to be maintained somewhere regardless of what software the scheme uses, per your state's legislation. Make sure whatever comes after Flex Strata (a manager, a different system, or full Strata Pages) has a proper home for those records before your access ends.
A practical reminder
Set a reminder ahead of your subscription's end date to complete any exports you need — it's a straightforward step, but one that's easy to leave until access has already lapsed.
Export before you cancel
Download documents, minutes and compliance records ahead of your access ending — don't leave it until after cancellation takes effect.
Related questions
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