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Lease Record: Documents

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Free

COURSE ID:

12 B

COURSE DESCRIPTION:

This course is designed to explore the Documents tab of a Visual Lease, lease record so you can learn how to store relevant Lease documents within your lease records. By the end of this course, you will know what kind of documents can be loaded to Visual Lease and how to upload a document to a lease record.

 

COURSE MATERIALS:

Course Features

  • Lectures 0
  • Quizzes 0
  • Duration 7:34
  • Students 0
  • Assessments Yes
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Sara Shaughnessy

Senior Implementation Manager

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Welcome to Training with Visual Lease.  The purpose of this course is to explore the General tab of a lease record.

By the end of the course you will understand how to

  • Navigate the fields captured on the General tab
  • How to update these fields easily and efficiently through the lease record or our import tool

Let’s jump into the platform to begin.  I’ll use my Recently Opened window in the top right of my Lease Dashboard to open an existing lease record.

Lease records are intuitively organized into various tabs that help you enter and view relevant information, as well as access additional lease functionality.

On the left, you’ll find the Lease Sidebar, which remains on the screen as you navigate through the lease record. It summarizes key details from the General and other tabs and offers additional quick links and actions.