How to Save and Resume a Draft Lease

If you start a lease and don't finish it, your work is saved as a draft. You can come back later and pick up where you left off.

Before you start

You need the Documentation → Leases → Update permission. Account owners have it. If you see Access Denied when you try to open a draft, ask your account owner to give you access under Settings → User Roles.
To delete a draft, you need the Documentation → Leases → Delete permission.

There is no Save button. Your draft saves on its own:

When you click Next on the first step (Lease Info), the draft is created and shows in your Leases list as Draft.
When you click Next on any later step, that step is saved.
When you click Create Lease on the last step, the draft becomes a real lease.

The footer next to the Back and Next buttons tells you where you are:

On the Leases page, drafts have a grey Draft badge. Use the filter → Status → Draft to show only drafts.
You can also find drafts on a property's, unit's or tenant's Leases tab.

Click the row, or use the ⋮ Action menu → Edit Draft.

The draft opens on the first step that still needs doing.
Everything you saved is filled back in, including the property, unit, dates, rent, late fees, tenants, dependents, pets, vehicles, move-in fees and billing choice.
Use Back to review earlier steps. If you change something, click Next to save it.
Finish the remaining steps and click Create Lease, or Pay $X & Continue for e-signature. The rest works the same as creating a new lease.

Use the ⋮ Action menu → Delete, then confirm. To delete several at once, tick them on the Leases list and use the delete button.

Always click Next before you leave the page. The app doesn't warn you, and anything on the current step that isn't saved is lost.
Your uploaded document isn't kept in the draft. If you leave on the Document Info step, upload the file again when you come back.
When you reopen a draft, the Document Info step goes back to Not signed yet and Request e-signature. Check your choice before you finish.
If you change dates on a reopened draft and see an error about the First Rent Date, pick both the Lease Term Start Date and the First Rent Date again, then click Next.
On an older draft, check the First Rent Date. A date in the past can add a catch-up rent invoice. The Billing Info preview shows this.
If you see Someone on this lease no longer exists. Select them again before continuing., go to Tenant Info and pick the person again.
If you see Could not load this lease. Please try again., refresh the page.
If your draft isn't in the list, you may not have clicked Next on the first step. Start a new lease.

Email us at support@digitaltenant.com, or use the Help button in the bottom-right corner of your dashboard.

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