# Help Center # Answers, demos, and the people who built your platform Search the index. Click through a step-through. Or email the team that built your platform. FrequentDraft a retail leaseRent tableShort-form amendmentCAM reconciliationUser permissions 59 step-throughs7 workflows18 questions ## Three places to look first [ ### Click through a step-through Real screens, real workflows, the way your team runs them. ](#step-throughs) [ ### Talk to your implementation team The same people who built your platform answer the email. ](/company/contact?type=support) [ ### See what plugs in Yardi, MRI, JD Edwards, your CRM, your data warehouse. ](/integrations) ## Click through your workflows Real screens. Real workflows. The same things your team will do in the platform — at your own pace. Workflow All (59)Account (4)Admin (10)Draft (31)Calculate (6)Revise (2)Extract (3)Automate (3) Contents 59 - All59 - Account04 - Admin10 - Draft31 - Calculate06 - Revise02 - Extract03 - Automate03 ### Account 04 - [01 Getting help The Help widget at the bottom-right: docs, training, what's new, and a direct line to your team. ](/resources/help/demos/getting-help) - [02 Manage your account Update your details, change your password, and turn on two-factor authentication. ](/resources/help/demos/settings-area) - [03 Navigate the dashboard Filter, search, and find the deal you need. ](/resources/help/demos/navigation) - [04 Sign in to LeasePilot Sign in: email first, then SSO or password, plus 2FA when enabled. ](/resources/help/demos/sign-in-flow) ### Admin 10 - [01 API token View, copy, and rotate the token your integrations use to authenticate with LeasePilot. ](/resources/help/demos/api-management) - [02 Audit trail See who changed what, when, and why. ](/resources/help/demos/audit-trail) - [03 Forms Your form templates and conformed deals — every starting point for a new draft, on one screen. ](/resources/help/demos/forms) - [04 IP address restrictionsInteractive Limit who can reach LeasePilot to specific IP addresses or ranges. ](/resources/help/demos/security) - [05 Manage buildingsInteractive Edit building details, update landlord info, and know when to loop in your implementation team. ](/resources/help/demos/building-management) - [06 Manage partners Scope outside counsel, brokers, and other partners to the buildings they work on. ](/resources/help/demos/partners-management) - [07 Manage usersInteractive Add users, assign roles, set permissions, and deactivate accounts. ](/resources/help/demos/user-management) - [08 Multiple dashboards Separate dashboards per division, department, or property type. Users with cross-team access switch with a click. ](/resources/help/demos/multiple-dashboards) - [09 Per-building defaults Different deal terms default per building, so new drafts start with the right values automatically. ](/resources/help/demos/per-building-defaults) - [10 SSO setup Sign in through your identity provider (Okta, Azure AD, others). ](/resources/help/demos/sso-setup) ### Draft 31 - [01 Add a co-tenancy provisionSoon Add an opening or ongoing co-tenancy provision with triggers and remedies. ](/resources/help/demos/add-cotenancy) - [02 Add a ROFO or ROFRSoon Add a right of first offer or right of first refusal for expansion space. ](/resources/help/demos/add-rofo-rofr) - [03 Add a tenant improvement allowanceSoon Add a TI allowance with disbursement conditions and amortization options. ](/resources/help/demos/add-ti-allowance) - [04 Add a use clause or exclusiveSoon Add a permitted use clause and exclusive use rights with carve-outs. ](/resources/help/demos/add-use-exclusive) - [05 Add an early termination optionSoon Add an early termination right with window, fee, and notice requirements. ](/resources/help/demos/add-early-termination) - [06 Add CAM reconciliation termsSoon Configure CAM reconciliation method, audit rights, and timing. ](/resources/help/demos/add-cam-reconciliation) - [07 Add operating expense caps and gross-upsSoon Configure controllable caps, gross-up provisions, and exclusions. ](/resources/help/demos/add-opex-caps) - [08 Add parking provisionsSoon Add reserved or unreserved parking with ratios, charges, and controls. ](/resources/help/demos/add-parking) - [09 Add renewal optionsSoon Add renewal options with notice windows, rent resets, and conditions. ](/resources/help/demos/add-renewal-options) - [10 Add signage rightsSoon Add building, monument, or interior signage rights. ](/resources/help/demos/add-signage) - [11 Amendments overviewSoon How amendments inherit data from the original lease. ](/resources/help/demos/amendments) - [12 Ancillary documents SNDAs, commencement letters, estoppels, and any other CRE document run on the same automation as the lease itself. ](/resources/help/demos/ancillary-documents) - [13 Clausebook Your fallback language, organized inside the document, one click to insert. ](/resources/help/demos/clausebook) - [14 Conformed deals Save a negotiated lease as a template so the next deal starts where the last one ended. ](/resources/help/demos/conformed-deals) - [15 Cross references References to other parts of the lease update themselves when the structure changes. ](/resources/help/demos/cross-references) - [16 Deal termsInteractive Fill structured fields on the right; the document on the left re-writes itself. ](/resources/help/demos/deal-terms) - [17 Download a subdocument Pull a specific section such as an exhibit out as its own Word document. ](/resources/help/demos/download-subdocument) - [18 Draft a commencement date letterSoon Produce a commencement date letter once the lease goes effective. ](/resources/help/demos/draft-commencement-letter) - [19 Draft a ground leaseSoon Walk through drafting a ground lease, including long-term and development provisions. ](/resources/help/demos/draft-ground-lease) - [20 Draft a long-form amendmentSoon Produce a long-form amendment that restates or materially changes the underlying lease. ](/resources/help/demos/draft-long-form-amendment) - [21 Draft a retail leaseSoon Walk through drafting a retail lease, including percentage rent and use clauses. ](/resources/help/demos/draft-retail-lease) - [22 Draft a short-form amendmentSoon Produce a short-form amendment that inherits from the underlying lease. ](/resources/help/demos/draft-short-form-amendment) - [23 Draft a subleaseSoon Draft a sublease and the landlord consent that goes with it. ](/resources/help/demos/draft-sublease) - [24 Draft an assignmentSoon Draft an assignment and assumption of an existing lease. ](/resources/help/demos/draft-assignment) - [25 Draft an estoppel certificateSoon Produce an estoppel certificate tied to an existing lease. ](/resources/help/demos/draft-estoppel) - [26 Draft an industrial leaseSoon Walk through drafting an industrial lease from deal terms to executable draft. ](/resources/help/demos/draft-industrial-lease) - [27 Draft an office leaseSoon Walk through drafting an office lease from deal terms to executable draft. ](/resources/help/demos/draft-office-lease) - [28 Draft an SNDASoon Produce a subordination, non-disturbance, and attornment agreement. ](/resources/help/demos/draft-snda) - [29 Export to PDFInteractive Generate a PDF copy of the current draft using the Print option. ](/resources/help/demos/export-to-pdf) - [30 Export to WordInteractive Download the current draft as a formatted Word document ready for markup. ](/resources/help/demos/exporting-documents) - [31 Text editing Write and edit prose the way any document editor should. ](/resources/help/demos/text-editing) ### Calculate 06 - [01 Add free rent or abatementSoon Add free rent or abatement periods to the rent schedule. ](/resources/help/demos/rent-free-abatement) - [02 Add percentage rentSoon Configure percentage rent with breakpoints, exclusions, and caps. ](/resources/help/demos/rent-percentage) - [03 Build a custom step scheduleSoon Configure a non-standard rent schedule with custom amounts per period. ](/resources/help/demos/rent-step-schedule) - [04 Build a rent table with CPI escalationsSoon Configure CPI-based escalations with caps, floors, and measurement indexes. ](/resources/help/demos/rent-cpi-escalations) - [05 Build a rent table with fixed escalationsSoon Configure a rent schedule with fixed annual or periodic escalations. ](/resources/help/demos/rent-fixed-escalations) - [06 Rent schedule basicsSoon See how a rent schedule is built from the deal terms you enter. ](/resources/help/demos/rent-calculations) ### Revise 02 - [01 Compare two versionsInteractive Run a comparison between two documents and get a redline in Microsoft Word. ](/resources/help/demos/compare-versions) - [02 Handle a counter-proposalInteractive Bring in tenant-side changes and decide what to accept, reject, or negotiate. ](/resources/help/demos/handle-counter-proposal) ### Extract 03 - [01 Abstract a documentInteractive Generate a Word abstract from a LeasePilot draft or an uploaded executed lease. ](/resources/help/demos/document-abstraction) - [02 Import deal termsInteractive Upload an LOI or term sheet; LeasePilot reads it, applies the terms it finds, and asks you to confirm each one. ](/resources/help/demos/import-deal-terms) - [03 ReportsInteractive Build, filter, save, and export structured views of your portfolio data. ](/resources/help/demos/reports) ### Automate 03 - [01 AutopilotInteractive A chat panel inside the document for drafting suggestions, revisions, risk callouts, and quick questions. ](/resources/help/demos/autopilot-intro) - [02 Connected systems (Yardi, MRI, and others) Your stack pushes deal data into LeasePilot. LeasePilot pushes structured lease data back out when document statuses change. Both directions, both on your terms. ](/resources/help/demos/connected-systems) - [03 Copy deal terms to a new documentInteractive Inherit the deal terms from an existing document when creating a related one, instead of re-typing them. ](/resources/help/demos/data-sync) ## Frequently asked questions Quick answers about implementation, templates, calculations, pricing, and how the relationship works after you go live. Section Getting startedTemplates & languageCalculationsPricingSecuritySupport Sections 06 - Getting started01 - Templates & language02 - Calculations03 - Pricing04 - Security05 - Support06 ### Getting started 04 ### 01What actually happens in the first four weeks? ### 02What do we need to hand over to get started? ### 03Can we try LeasePilot before rolling it out to the whole team? ### 04Is training included? ### Templates & language 04 ### 01Do you provide the clauses? ### 02Can we keep our existing lease forms? ### 03We have different standards for different buildings. Can the platform handle that? ### 04What happens when our forms change? ### Calculations 03 ### 01What calculations does the platform handle? ### 02Can we verify the numbers? ### 03Our rent schedules aren't standard. Can you handle that? ### Pricing 02 ### 01How does pricing work? ### 02Does implementation cost extra? ### Security 02 ### 01Do you support SSO? ### 02Do you support two-factor authentication? ### Support 03 ### 01How do we get help? ### 02Do you train new team members? ### 03What if we hit a bug or want a feature? ## Need a hand? The same team that built your platform answers when you reach out. No queues, no strangers, no starting over. [Contact your team](/company/contact?type=support)