Copying a Lease
The Copy Lease feature will copy all of the current lease detail into another lease to minimize the need of re-entering lease details that are similar between leases. A lease can be copied or duplicated by clicking on the copy icon button to the left of the Lease Title as shown by the red arrow in the image below.
Steps to copy a Lease
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Click on the Copy Lease Information button to begin the duplication process.
2. A "Successful Copy" or "Unsuccessful Copy" message will be displayed based on the copy outcome.
Real Estate Leases: The following data will be copied from current lease;
- Lease
- Operating Expenses
- Real Estate Taxes
- Property & Unit,
- Rent
- Options & Clauses
- Lease Contacts
- Cost Centers (Dimensions)
Equipment Leases: The following data will be copied from current lease;
- Lease
- Equipment Detail,
- Rent
- Options & Clauses
- Lease Contacts
- Cost Centers (Dimensions)
Note: Documents will not be copied
3. If the copy was successful, the user must go to the Leases Landing page and a new lease will be displayed as "Copy of ..." the current lease name.
The user should enter into this new lease and make the necessary changes that are specific to the new lease.