# Forms Help Center | LeasePilot

[Help index](/resources/help#step-throughs)02 · Admin

Step-through

# Forms

Your form templates and conformed deals — every starting point for a new draft, on one screen.

Workflow

Admin

Format

Reference

Read time

2 min

Walkthrough in production

We’re still drafting this one.

For a live walkthrough on your forms, ask the team that built your platform.

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](/resources/help/demos/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](/resources/help/demos/conformed-deals).

> Note**Why 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](/resources/help/demos/building-management); the per-property values that overlay each form are documented in [per-building defaults](/resources/help/demos/per-building-defaults). Form Manager is a user role you assign in [user management](/resources/help/demos/user-management).

See also

## Adjacent step-throughs

[Full index](/resources/help#step-throughs)

1.  [01
    
    Manage buildings
    
    Edit building details, update landlord info, and know when to loop in your implementation team.
    
    Admin](/resources/help/demos/building-management)
2.  [02
    
    Per-building defaults
    
    Different deal terms default per building, so new drafts start with the right values automatically.
    
    Admin](/resources/help/demos/per-building-defaults)
3.  [03
    
    Conformed deals
    
    Save a negotiated lease as a template so the next deal starts where the last one ended.
    
    Draft](/resources/help/demos/conformed-deals)
4.  [04
    
    Deal terms
    
    Fill structured fields on the right; the document on the left re-writes itself.
    
    Draft](/resources/help/demos/deal-terms)
5.  [05
    
    API token
    
    View, copy, and rotate the token your integrations use to authenticate with LeasePilot.
    
    Admin](/resources/help/demos/api-management)

Sign-off

## See it on your forms, not a generic demo.

A 30-minute walkthrough, built around your forms, your clauses, and your deal logic.

[Schedule a demo](/demo)[Already on LeasePilot? Contact your team](/company/contact?type=support)