Document Template Set Up

When you create various documents within the system such as Lease Agreements, Notices of Increase, Lease Terminations etc, the system can apply the correct template for your Province.

Step 1: Click on Administration. Then Policies-->Templates-->Document Templates --> + New Lease Form Template Policy

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Step 2: You will need to choose which template you are looking to customise

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Step 3: Once you have chosen you will need to decide the scope level that you want your template to apply to. You can create building specific policies but most likely you want to identify different province policies

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Step 4: Once you click save the process is complete. Repeat for each type of Template you wish to customize. 

 

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