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Concepts

Documents

HOA document types, lifecycle, and how they are processed.

Document types

Setback processes several types of HOA-related documents:

TypeDescription
CC&RsCovenants, Conditions & Restrictions — the primary governing document
BylawsRules for HOA operations and governance
AmendmentsChanges to existing CC&Rs or bylaws
EasementsRights to use another's property for a specific purpose
Rules & RegulationsDay-to-day community rules set by the board

Document lifecycle

Documents progress through several stages:

  1. Pending — Uploaded and queued for processing
  2. Analyzing — We are reading the document
  3. Normalizing — Extracted data is being structured into facts
  4. Completed — All restriction facts have been extracted
  5. Failed — Processing encountered an error

Document metadata

Each document includes metadata stored as flexible JSONB, which can include:

  • Recording date and instrument number
  • County and jurisdiction
  • Associated HOA name
  • Page count and file size

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