How to Upload a Lease Template
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In the sidebar, select Documents, then select Templates.
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Select New template.
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Enter a name, make sure the type is Lease, and choose your PDF file. You can add a description if you like.
⚠️ Heads up: The file must be a fillable PDF, up to 20 MB. A lease template needs at least one signature field. A PDF that only looks like a form, with no real form fields, will not work.
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Select Upload & detect fields.
What to expect
Propurti finds the form fields and signature fields in your PDF and opens Map fields & signers. Continue with How to Set Up Your Lease Template Fields.
Need help?
| Symptom | Cause | Fix |
|---|---|---|
| “Your PDF needs fillable form fields” | The PDF has no real form fields | Add fillable fields in a PDF editor, then upload it again. The window has a link that explains how |
| No signature field found | A lease template needs at least one | Add a signature field to the PDF |