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Form automation

Create Fillable PDFs from Lease Templates

Identify candidate signature, date, and payment fields, then review the form before it enters the signing workflow.

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01

Assisted field mapping

Use assisted detection to propose common lease fields for a person to verify.

  • Smart form detection

    Propose text inputs, dropdowns, and checkboxes for a person to verify.

  • Template scope

    Confirm supported template formats, batch size, and preparation during setup.

  • Signing handoff

    Prepare the reviewed form for the team responsible for e-signature delivery.

02

Document controls

Review disclosure, formatting, and change-record requirements for each market in scope.

  • Disclosure review

    Check required fields and disclosures against the property jurisdiction.

  • Brand-safe styling

    Verify fonts, logos, and formatting in the reviewed output.

  • Change tracking

    Define which edits and approvals the configured handoff must retain.

Availability and approval rules

Connect your property systems, payments, and communication channels. Available actions depend on your providers, permissions, and workspace rules.

Eligible workflows can run automatically, notify you, wait for approval, or stay human-only. High-Impact Actions defined in the Terms require qualified human review and explicit approval. Legal, safety, licensing, and provider requirements still apply.

Workflow availability, input formats, outputs, permissions, retention, and integrations depend on the enabled workspace configuration and connected source systems.

01

Why teams scope PDF preparation

Property operations teams apply this to master lease and renewal templates so applicants complete one consistent form set instead of printed static PDFs. Use assisted preparation where repeatable templates justify a reviewed field-mapping workflow.

02

Implementation tips

Upload master templates, review detected fields, and map them to your e-sign workflow.

Frequently asked questions

Do you support DocuSign or Adobe Sign?

Confirm the required PDF format and signing-system handoff during setup.

Can I lock certain fields?

Field behavior should be reviewed before sending; supported controls depend on the final document workflow.

How accurate is field detection?

Accuracy varies by template quality and layout. Every detected field should be reviewed before the document is sent.

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