Setting Up Ontario Lease Form

We have made some changes (as of May 1st, 2018) to the Ontario Lease Form as per government mandated policy. This article below will guide you through setting up customizable items for your buildings to manage your services, utilities, etc as shown below in the example. Please make sure to have your customizable items set up.

 

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Step 1: From Administration, you can click on Policies-->Application/leasing-->Lease agreement Policies.

 

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Step 2: Click on the Ontario Level Form

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Step 3: You will then click on the customization tab

 

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Step 4: This where you can make changes based on your building set up by clicking edit latest version.

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Step 5: Please note that each item has two entries, one for checkbox marked "YES" and the other for checkbox marked "NO". The value determines which box you want or need to be checked. In the example below, for section 6.1 and item gas, value "FALSE" for the box yes means that it is NOT check marked. This means that the checkbox NO is marked as the value for that box is set to "TRUE". Please note the value for the box will determine which one is checked and which is not. FALSE means its not checked while TRUE means it is checked. I will provide more examples below.

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Step 6: For example shown above, this is how it would be in the form when its filled out.

 

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Step 6: Alternatively, if your building does include Gas, then it should be set up as shown below:

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Step 7: Which in turn would mean

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Step 8: Now you may have different buildings with different utilities included (or not included) and you will need to create this policy on a building level to have it reflected accordingly. Please see below how you can do that

Click on Duplicate, so you do not have to retype all customization items.

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Step 9: Set scope level to building and select the buildings that you want

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Step 9: You can then come back to the cuztomization tab and set the items as per the building/buildings

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Step 10: Once you have it set up accordingly, you can click save and you will now have forms specified down to the building level

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Step 11: As before, you can add additional terms if you want to and they would appear at the very bottom of the form as addendums.

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Please note: By default you would have additional addendums added. You can review it if you want to. 

While in Administration and policies, click on templates and then click on lease form templates. You will then click on the Ontario form. You will then click on the lease agreement tab and expand the general addendum

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You can then download the default source and review. If you do not want that, you can click edit and delete the addendum.

 

FAQ's

1) Setting up NSF fees

 

2) Insurance Requirements

 

 

 

 

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