Lease Template Management

Users can create lease templates to facilitate lease creation. From the Lease Template Management page, users can create, edit, and delete lease templates.

When users create a lease, they can select Create From Lease Template to automatically fill out fields based on the template.

Fields that are set using a lease template can still be modified after the lease is created.

To create a lease template:

  1. Click Admin > Lease Template Management.
  2. Click .
  3. Enter an English and French name for the template.
  4. Click Next.
  5. On the lease identification page, enter the required information that will be the same for all leases created from the template.
  6. Click Save.
  7. On the lease template page, fill in the other fields related to the lease (e.g., critical clauses, conditions, insurance, etc.), if needed.
  8. Click Save.

See also:  

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