Step-by-step guide
Create a lease
Create a draft lease from an approved application and unit context.
Who this is for
Admins, property managers, and team members working inside a Blocora workspace.
Before you start
- Sign in with an account that has access to the organization.
- Check the province, language, and role permissions for the workspace.
- Keep sensitive resident or lease information inside the protected Blocora workspace.
Steps
- 1Open the Blocora workspace area for "Create a lease".
- 2Confirm you are in the correct organization and province context.
- 3Complete the required fields before saving the record.
- 4Review the next action Blocora shows after the record is saved.
- 5Confirm the activity remains visible from the related record or dashboard.
Screenshots and callouts
Screenshot placeholder: before-action state.
Screenshot placeholder: saved confirmation state.
Callout: demo data stays isolated per organization.
Common mistakes
- Creating the record inside the wrong organization.
- Skipping the province check before a lease or notice workflow.
- Confusing sample demo records with real customer records.