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Lease Record: Clauses

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Free

COURSE ID

12 A

COURSE DESCRIPTION

This course is designed to cover the Clauses tab of the lease to learn how to capture key information into Lease Clauses. By the end of this course, you’ll know how to create Lease Clauses and Options and how to link those clauses to your stored documents. You’ll also learn how to update an excursive option and leveraging the clause and option importer tool.

 

COURSE MATERIALS

Course Features

  • Lectures 1
  • Quizzes 1
  • Duration 27:07
  • Students 0
  • Assessments Yes
Sara Shaughnessy

Senior Implementation Manager

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Welcome to Training with Visual Lease.  This course is designed to provide you with an overview of Visual Lease so that you can understand its capabilities and leverage them to meet your lease management needs.

By the end of the course, you will understand the purpose and value of different features throughout the platform and be prepared to navigate the system in order to find the functionality most relevant to your role.

Let’s look at an individual lease record, since lease records are the foundation of your Visual Lease platform.  Using the Recently Opened window on the right side of the Lease Dashboard, I’ll click on this blue hyperlink, which will bring me directly to this lease record.

Before we explore the record, I would like to point out that on all screens other than the Dashboard, you will be able to access your recently opened list on the right side of the screen using this slide in menu.