> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.plexflow.ca/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to save lease information to simplify later creations

[Video](https://www.youtube.com/embed/WWQA3Vw5ciI?si=p9la2piQTfBZ9YXC?rel=0)

### 🏠 Example of a use context

This function is particularly useful if you want to **update or standardize certain recurring data**.

For example:

- Change **the owner’s address or email address**.
- Update **a unit’s inclusions** (appliances, parking, furniture, etc.).
- Change **a building’s year of construction** or other property information.

These details will then be **automatically reused when creating the next leases**, without having to re-enter everything manually.

### 🧭 Where to find this option

To save the lease data:

1. Go to **the unit in question**.
2. Click to prepare a new lease.
3. Fill in sections A to I of the form as usual.
4. Go to the last step, **Review and Sign**.

It is at this step that you will see a button to save the lease data, together with a drop-down menu.

![Save lease data](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/sauvegarder-les-informations-d_1itk3r5.png)

### ⚙️ Save options

You will have three choices:

- **for Unit**: the information will be linked only to this unit.
- **for Property**: the information will be saved for all units in this building.
- **for Account**: the information will be available as a global template for your future leases.

💡 **The software will first check whether a template exists in the unit, then in the property, and finally in the account.**