How to save lease information to simplify later creations

Video

🏠 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 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.

Updated on: 12/11/2026