The dashboard lists every document you've ever drafted in LeasePilot. It's where you find a deal, move it through its lifecycle, and start new ones.
01What you can do from this screen
- Filter and sort — narrow the list by Tenant, Asset, Type, Owner, Created Date, or Status using the left rail. Click any column header to sort. The list paginates as it grows.
- Change status — click the status on a row to move it from Initial Draft to In Negotiation to Final Draft. It's a label for the team, not a gate.
- Reassign owner — click the owner on a row to hand the document to someone else. It moves to their queue immediately.
- Open, archive, or share a row — hover a row for three actions. Open picks up where you left off. Archive moves it off the active list (still searchable). Share opens a Share by Mail dialog with a saved template, recipient, message, and an optional Attach Comparison redline.
- Toolbar actions (top right) — Archive opens the archive of moved documents. Download Blank Form pulls a clean Word copy of one of your forms. Create New Document (+) starts a new draft from a Document Type, Templates Version, Asset, and Tenant — or Import to start from CRM deal terms.
Different parts of the team often want different cuts of this list — by region, by document type, by team. That's what multiple dashboards are for.