How to Set Up Your Lease Template Fields

After you upload a template, tell Propurti who signs each signature and where each field gets its information.

1. In Documents, open Templates. Your new template shows how many fields you have mapped. Select map now. You can also open the template’s menu and select Configure fields & signers.

2. Under Signatures, assign each signature to a signer role: Tenant, Landlord, Property Manager, Co Tenant, Guarantor or Witness.

3. Under Auto-fill fields, choose the saved data for each field, for example Tenant Full Name, Property Address, Monthly Rent or Lease Start Date. Leave a field on Fill manually per send if you want to type it each time.

4. Select Save configuration.

What to expect

You see “Signers saved”. The template shows All fields mapped & signatures assigned ✓. When you send a lease, mapped fields fill in automatically from your records.

⚠️ Heads up: Every signature must have a role before the template is ready to send.