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Assigning contract templates to properties

Updated over 5 months ago

After you modify and upload your custom contract templates, you can assign them to your properties either individually or with property lists. For more information about property lists, see Adding a property list.

TIP: You can also upload templates directly to each property. To add a property template, select Properties in the top menu. On the Properties screen, locate your property in the grid and click the property's name and select Document Templates in the side menu.

This article is part of the Kube system setup flow and the Kube property setup flow. For more information, see Kube setup checklist.

NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.

Assigning contract templates to properties

  1. Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Details screen appears.

  2. Select Document Templates in the side menu.

  3. Click the Category drop-down and select Contract.

  4. Click the Edit button.

  5. Click the Assign to Properties button. The Assign Template to Properties menu appears.

  6. Click the Add button.

  7. Select a property or property list and set whether the template should be the default template for those properties.


    CAUTION: Once a template is assigned to properties, it no longer appears as an operator template at other properties.


  8. Click Save.

TIP: If a template needs to be updated, the old version can be replaced. For more information, see Replacing contract templates.

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