Quick Start

This walkthrough gets you from zero to a managed lease in a few minutes.

1) Sign in and complete onboarding

• Create your account or sign in.
• Complete the onboarding form.
• Confirm you can access the top navigation: Properties, Leases, Obligations.

2) Add a property

• Open Properties.
• Select New (or equivalent create action).
• Enter at least a property name.
• Save.

Detailed steps: Create a Property

3) Upload the lease document

• Open Leases.
• Select Upload Lease.
• Upload a PDF or DOCX file.
• Review extracted lease dates and notice period values.
• Save only after confirming values are correct.

Detailed steps: Upload a Lease

4) Verify deadline obligation

• Open the dashboard (Portfolio Overview).
• If it says No active obligations yet, create one with Quick Add Obligation.
• Confirm the top action card and Actionable Deadlines reflect your saved obligation.

Detailed steps: Use the Dashboard

5) Review in obligations

• Open Obligations.
• Confirm the obligation appears with expected due date and stage.

Detailed steps: Track Deadlines

6) Process the decision

When your team decides:

• Use Handle Renewal to mark the current cycle and create the next one, or
• Complete the obligation with non-renewal intent where applicable.

Detailed steps: Handle Renewal

Success Checklist

• Property exists and can be edited.
• Lease details are saved and visible.
• Obligation appears with expected due date.
• You can complete or renew without validation errors.