How to create templates for your leases, annexes, or building regulations to fill in a lease more quickly?

Modified on Mon, 18 Jul 2022 at 01:02 PM

You are used to putting the same information from one lease to another (landlord's address, or the conditions of the payment method, etc.), from a building regulation or in an annex. Don't waste time starting from scratch with the creation of templates. Know that you can modify your templates as you wish! 

To create a new templates, go to the tab " My Leases " then click on the sub-tab " Templates ", to finish click on the button " + " on the right: 
 


  

A pop-up window will appear where you start by naming your lease template: 


Once you have named your template, fill in the different information for the sections you want to appear in your template. The information is saved as you go on. 

 

For your information, sections with information that changes from one lease to the next will be grayed out to avoid confusion. 

You can go to the template review to verify one last time that the information in your template is correct.

Once you've checked, you can return to the "My Leases" tab and start using your template by creating a new lease and selecting the template you want:

 

 

 

Just like the lease templates, save time with the creation of new templates directly in your "My Leases" tab, then go to the bottom of the page in the "My Templates" section.


Depending on whether you want to create a building regulations or annex template, you would simply select the "Annex" or "Building regulations" sub-tab and then press the "+" button on the right to start a new template for one of these templates: 


 

For the creation of a building regulations, you can even start from the CORPIQ model and then add your own clauses freely instead of starting from scratch! 


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