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Watch the walkthrough, or follow the written steps below.

How to Set a Default Lease Template

  1. In the sidebar, select Documents, then select Templates.

  2. Open the menu (three dots) on the template you want to use for new leases.

  3. Select Set as default.


What to expect

You see “Default template set”, and a star appears next to the template name. New leases use this template unless you choose another.