How do I save my own lease as a template?

ForLandlordsProperty managers

Who can do this

Landlord, Organization admin, Organization members with Create Leases and Upload Documents.

Where to find it

Add lease → Add the lease document, after uploading a PDF.

Steps

Upload a PDF with Upload a lease.
Inside the document card, under the signers, tick Save as a template for <Province> leases ("Next time, start your lease from it.").
Save the lease with Add lease.

What happens next

A toast confirms the template was saved. On your next lease in that province, the large card is your template ("Your <Province> lease", badge "Your template", "Saved from a lease you uploaded. Kera places the signature fields for this lease.") with Use this template. More templates are listed under Your templates.

Good to know

In provinces where Kera fills no standard form (for example Alberta, Saskatchewan, Manitoba), the box is ticked by default and the step opens with "<Province> doesn't publish a standard lease form, so start from your own lease." In Ontario it is unticked by default.
In Quebec and British Columbia, the step explains that Kera can't fill the province's own form (Quebec's mandatory lease, BC's RTB-1), so you start from your own lease.

Limits

Only PDFs can be templates; a Word file shows no save box. The standard lease, a template or an AI-generated lease can't be saved as a template. Reusable templates with merge fields, bulk sending or other provinces' official forms aren't available.

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