Lease templates

Document management is used in Lease to generate output documents.

Sign in as Receivables Administrator.

This table shows the locations of templates to use when setting up IDM templates:

Output document Sample document template location Upload IDM template location Set up IDM template location
Sublease Billing Invoice Customer Document Setup > Sample Customer Document Templates > Sublease Billing Invoice Customer Document Setup > IDM Templates > Sublease Billing Invoice Receivables Setup > Receivable Company > Sublease Billing