Every new document in LeasePilot starts from something: either a firm-wide form template (your encoded Lease, Amendment, or LOI) or a conformed deal saved from a prior negotiation. Forms is the admin screen that holds both, on one page, so an admin sees exactly what a drafter sees when they go to start a new draft.
01Form templates
The top section lists the templates encoded for your firm. Each row shows the flavor configured during onboarding (Retail Lease, Retail Amendment, Retail LOI, or whatever fits your portfolio) plus two version numbers:
- Document Version — the encoded form: clauses, conditional logic, fallback language.
- Building Version — the building-specific layer that overlays the form when a drafter picks a property.
Both numbers tick up over time as forms and building layers get revised. Two paths handle changes:
- Form Manager edits. Users with the Form Manager role can edit a form directly through the row's edit action. The scope is deliberately narrow: static prose that isn't tied to any conditional logic — recitals, fixed notice paragraphs, boilerplate that reads the same on every deal. If the language doesn't branch on a deal term, a Form Manager can rewrite it without involving anyone else.
- Everything else goes through your implementation team. Conditional clauses (anything that swaps based on a deal term), fallback language, calculation logic, and the form's overall structure stay with the team that built your platform. The reason is the same as for per-building defaults: getting one wrong silently breaks downstream documents — a wrong condition can corrupt a hundred future leases before anyone notices.
02Conformed deals
The lower section lists every conformed deal saved across the platform. A conformed deal is a frozen snapshot of a negotiated document — every clause change and every deal term — that you can re-use to start a new lease for the same tenant at a different building. The + New Conformed Deal button starts one from any document; the row actions let you rename or delete an existing one. For what conformed deals are and how to use them on a new draft, see conformed deals.
NoteWhy both sit on the same screen. These are the two starting points a drafter sees in the Create New Document dialog. Putting them next to each other in admin means you manage both with the same instinct: firm-wide options on top, deal-specific snapshots below.
The buildings these forms target live in building management; the per-property values that overlay each form are documented in per-building defaults. Form Manager is a user role you assign in user management.