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Short guide: Real estate and property management
Lease papers here, utility bills over there? Now every property lives in one Workspace. Leases, rental applications, utility bills, handover reports and contractor invoices are spread across binders, inboxes and drives.
This guide is available in 21 languages; on this page you download the English version. Free, no registration.
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MoreWhat's inside
- The problem
- The way with PaperOffice
- In the app
- An example
- Checklist
- Frequently asked questions
- How to start
Who it is for
For property managers, landlords and letting agents.
Key facts
- One Workspace per property
- Recognize what comes in
- Rent and meters as fields
- Ask about the portfolio
- Sign on site
Questions and answers
Frequently asked questions about this download
Does PaperOffice cope with old lease templates?
An IDP Agent reads your fields by content, by labels and context, instead of fixed positions. You describe your own fields, such as parking space or stepped rent, in words. Test the agent on leases from several decades.
How do we record notice periods?
The IDP Agent reads lease start and notice period as fields with their source location in the lease. On the lease, you add a task with deadline and assignee on the “Activities” tab. The legal assessment of a termination stays with you.
What happens to contractor invoices that arrive twice?
With AI-DMS Premium, PaperOffice checks whether the content or the issuer's document number already exists in the account. A match appears as “Possible Duplicate” with its reason. You decide before an invoice is paid twice.
What kind of signature does the handover report get?
A simple electronic signature (SES) under eIDAS. The link arrives by SMS at the tenant's mobile number, and the certificate shows mobile number, time and device. Clarify with your legal advisor what form a lease requires.
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