Editing RE lease templates

As you build and save your templates, you can edit them as needed. The process of editing a template is similar for all templates. This example in this section uses the Real Estate Lease template.

Procedure

  1. Select Contracts > Set Up > Templates > Real Estate Lease.
  2. Click the Link for the Real Estate Lease template that you want to edit.
  3. Specify the details, update the critical dates, create associated records for Clauses & Options template, add Payment Schedules etc.
  4. Save the template.