Build your lease document checklist.

How to build your lease document checklist

1. 1

   Describe the job

   Keep lease versions, required attachments and signature references together.

2. 2

   Review the first version

   Choose how the property coordinator records the lease reference and how the property manager reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your lease document checklist

• Keep the lease reference in context

  Keep lease reference, version, required attachment, review owner, signature status and missing item together so the next person can understand the request or record.

• When the next step needs a decision

  The signed lease references an attachment that is absent from the file set. Keep the document checklist incomplete and request the missing version.

• Keep missing item visible

  Keep the missing attachment outstanding even when the lease is signed.

• Choose what each person needs

  Give the property coordinator a working view and the property manager a review view. Keep lease reference and version attached to the decision as the work moves between them.