Setting Up Lease Documents with Report Packets

You can set up a report packet for lease documents, which is a single PDF document comprised of the documents that your organization requires for signing or renewing leases--resident contracts, move-in statements, and so on. For more information, see “Report Packets” in the Yardi Service Manager Installation and Setup Guide.

In order to set up report packets, you must clear the Lease Document field in the Property Documents section on the Property Control screen. For more information, see “Working with Property Records” in the Voyager Core Setup Guide.

You must set up at least one report packet for new leases and one report packet for lease renewals. Setting up a report packet includes the following procedures:

1	Adding a report packet

2	Associating the report packet with a property

You add a report packet by selecting the PDF files that you want in the packet. Voyager includes the following sample files, which you can include in your report packets for lease documents:

PDF File Name	Description
rx_rp50_MoveInStatement.pdf	A statement for a new resident.
rx_rp50_LeaseDoc.pdf	A legally-binding lease document that a resident signs and returns to the property management company.
CoverPageP.pdf	A generic cover page for report packets.
TOCPageP.pdf	A generic table of contents for report packets.

You can access these files from your server's default reports path. For information about editing these files, contact Yardi technical support.

You may associate a report packet with more than one property.

In order to generate lease documents for new leases, users click the Lease Doc button on the Prospect Guest Card screen after approving an applicant's lease. In order to generate lease documents for renewals, users click the Lease Doc button in the row corresponding to a resident on the Schedule Lease Renewals -- [Current Date] tab on the Community Manager Dashboard. Your server must be running Yardi Conductor for these buttons to function. For more information, see the Yardi Conductor Setup and Administration Guide.

To set up a report packet for lease documents

1	From the side menu, select Admin > Report Scheduler > Add Report Packet. The New Report Packet screen appears.

2	Complete the Name and Description fields.

Do not complete the Import from Report Batch field, or click the Go button.

3	Click Save. The Report Packet: [Packet Name] screen appears.

4	Click the Add PDF Files button. The PDF Files screen appears.

5	Select the check box for each PDF file that you want to add to the report packet.

6	Click OK. The PDF Files screen closes. On the Report Packet: [Packet Name] screen, additional fields appear.

7	In the Options section, select the Combine into 1 .pdf file check box.

8	Complete the Options section, as needed.

Cover Page	Attaches a cover page to the packet.
Table of Contents	Attaches a table of contents to the packet.

9	Click Save.

10	From the side menu, select Admin > Property/Report Packet Setup. The Report Packet Association screen appears.

11	Complete the fields at the top of the screen, as needed.

Property	The property with which you want to associate the packet. NOTE If you want to associate the packet with all properties that are not associated with specific packets, leave this field empty.
Type	If you are associating a packet for new leases, select Move In. If you are associating a packet for lease renewals, select Renewal.

12	Click Add. A new row appears in the table at the bottom of the screen.

13	Click Save.