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: Navigate to -- ADMINISTRATION → POLICIES → TEMPLATES → DOCUMENT TEMPLATES

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STEP 2: Click New Lease Form Template Policy → Select Scope

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Scope Select Province Level
Applied To Select your Province

 

STEP 3: Click on Template tab → Select the Template Type → Save

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Notice of Increase Template for Notice of Increase
Lease Termination Notice Template for Notice to End your Tenancy due to Non-Payment of Rent
Certificate of Service Template for Certificate of Service (To file with Landlord & Tenant Board for Non-Payment of Rent)
Lease Application Template for Lease Application
Lease Agreement Template for Lease Agreement
Published Offers Notification Template for Renewal of Lease
Lease Proof of Payments Template for Rent Receipt
Lease Bill Template for Account Summary
Lease Financial Summary Template for Lease Financial Summary

 

Once you have set up the templates that you are going to use this task is complete

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