Setup your Lease Renewal Addendums

Lease Terms Addendum Name - this is the heading that will be displayed at the top of the Lease Terms Addendum.
Custom Lease Terms Header Clause - this is the clause that will be included immediately under the Lease Terms Addendum heading and should be used to reference the standard set of Lease terms.
Lease Renewal Addendum name - this is the clause that will be included immediately under the Renewal Addendum heading and should be used to reference the initial Lease terms (standard set of Terms).
Custom Lease Renewal Header Clause - this is the clause that will be included immediately under the Renewal Lease Terms Addendum heading and should be used to reference the standard set of Lease terms.
Custom Lease Addendum Documents - this is the link to upload the standard terms for your company. The following workflow will apply:
- Click the link to open the upload form
- Upload a set of standard lease terms for Commercial, Residential CPA and Residential Non CPA type leases. These sets of standard terms will be merged with the Lease Addendums and Renewal Addendums into one single PDF document that can be sent to Tenants and Landlords.
- The format for Lease Term documents should be PDF

Note:

You can have more than one set of terms for each type, for example you could have Residential CPA sets for:
- Managed Leases
- Procurement Only Leases
- Lease sets per Complex with the Complex Rules merged into the PDF document
- Lease set with Office Contact Details included where applicable
When you create the Lease, you can then select the relevant set based on the Document Set Name.

Provision is made for the following addresses that can all be different:

Asset Address - this is the physical address of the asset in question. The address can be customized as follows:
- Navigate into the Asset DB of the Asset in question
- From the Options menu, select Edit Address
- Make changes if required and click Update
Landlord Domicilium Address - this is the address where the landlord wants to receive contractual notices.
- Navigate into the Asset DB of the Asset in question
- Click on the Mandate tab
- On the Landlord Domicilium Address field, click on Edit Address
- Make changes if required and click Update
Tenant Domicilium Address - this is the address where the tenant wants to receive contractual notices.
- Navigate into the Lease DB of the Lease in question
- From the Options menu, select Settings
- Under Domicile Address, click Update Addresses
- Make changes if required and click Save

Compile a Lease Document Set

This feature will be used to compile a single PDF Lease document set that can be sent to Tenants and Landlords for signature.

Navigate to the relevant Lease and View the Lease
From the Options menu select Compile Lease Addendum, the Lease addendum options form will be displayed as shown below:

From the Select Lease Addendum Type drop down, select Lease Terms Addendum
Tick boxes to specify Addendum Preferences
From the Custom Lease Addendum Documents drop down, select the document set to include. Note the relevant document sets will be displayed based on whether the Lease type has been set to CPA or non CPA
Click Create Addendum
A PDF Document will be compiled based on the selections made and included under the documents folder on the Lease DB from where it can be sent via Email to Tenants and Landlords by selecting a relevant notification template

This feature will be used to compile a single PDF Lease Renewal document set that can be sent to Tenants and Landlords for signature.

Navigate to the relevant Lease and View the Lease
Make sure that you first create the set of Renewal Terms from the Renew Lease button
Select the relevant set of Renewal Terms from the Terms drop down.
From the Options menu select Compile Lease Addendum, the Lease addendum options form will be displayed as shown below:

From the Select Lease Addendum Type drop down, select Lease Renewal Addendum
Tick boxes to specify Addendum Preferences
From the Custom Lease Addendum Documents drop down, select the document set to include. Note the relevant document sets will be displayed based on whether the Lease type has been set to CPA or non CPA.
Click Create Addendum
A PDF Document will be compiled based on the selections made and included under the documents folder on the Lease DB from where it can be sent via Email to Tenants and Landlords by selecting a relevant notification template