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Table of Contents
- How do I view Template of General in Propeller for Lease Management?
- How do I view Template Documents of General in Propeller for Lease Management?
- How do I view the audit trail of Template Documents in Propeller for Lease Management?
- How do I export audit trail of Template Documents in Propeller for Lease Management?
- How do I edit Template Documents in Propeller for Lease Management?
How do I view Template of General in Propeller for Lease Management?
1.
Login to your account using your current username and password.
2.
Click on the Asset / Lease Management Tab.
3.
Click on the Lease Management Tab.
4.
Click on the Propeller Tab.
5.
Select the Client in the dropdown list.
6.
Select the row data in the grid.
7.
Click on the view icon. It will open a new window.
8.
Select the row data in the grid.
9.
Click on the View button. It will open a new window.
10.
Click on General Tab.
11.
Click on view icon which is on the top right corner. It will open the template list in a new window.
How do I view Template Documents of General in Propeller for Lease Management?
1.
Login to your account using your current username and password.
2.
Click on the Asset / Lease Management Tab.
3.
Click on the Lease Management Tab.
4.
Click on the Propeller Tab.
5.
Select the Client in the dropdown list.
6.
Select the row data in the grid.
7.
Click on the view icon. It will open a new window.
8.
Select the row data in the grid.
9.
Click on the View button. It will open a new window.
10.
Click on General Tab.
11.
Click on view icon which is on the top right corner. It will open the template list in a new window.
12.
In a new window, Go to the row in the grid and click on view icon to view template documents. It will open the documents page.
How do I view the audit trail of Template Documents in Propeller for Lease Management?
1.
Login to your account using your current username and password.
2.
Click on the Asset / Lease Management Tab.
3.
Click on the Lease Management Tab.
4.
Click on the Propeller Tab.
5.
Select the Client in the dropdown list.
6.
Select the row data in the grid.
7.
Click on the view icon. It will open a new window.
8.
Select the row data in the grid.
9.
Click on the View button. It will open a new window.
10.
Click on General Tab.
11.
Click on view icon which is on the top right corner. It will open the template list in a new window.
12.
In a new window, Go to the row in the grid and click on view icon to view template documents. It will open the documents page.
13.
Click on the Audit Trail button. It will open the Audit Trail page in a new window.
14.
Select filter types to filter the Audit Trail Report.
15.
Click on the Filter button to show filtered data into the grid.
How do I export audit trail of Template Documents in Propeller for Lease Management?
1.
Login to your account using your current username and password.
2.
Click on the Asset / Lease Management Tab.
3.
Click on the Lease Management Tab.
4.
Click on the Propeller Tab.
5.
Select the Client in the dropdown list.
6.
Select the row data in the grid.
7.
Click on the view icon. It will open a new window.
8.
Select the row data in the grid.
9.
Click on the View button. It will open a new window.
10.
Click on General Tab.
11.
Click on view icon which is on the top right corner. It will open the template in a new window.
12.
In a new window, Go to the row in the grid and click on view icon to view template documents. It will open the documents page.
13.
Click on the Audit Trail button. It will open the Audit Trail page in a new window.
14.
Select filter types to filter the Audit Trail Report.
15.
Click on the Filter button to show filtered data into the grid.
16.
Click on the Export button.
17.
It will show you Popup asking whether you want to open or save the file.
How do I edit Template Documents in Propeller for Lease Management?
1.
Login to your account using your current username and password.
2.
Click on the Asset / Lease Management Tab.
3.
Click on the Lease Management Tab.
4.
Click on the Propeller Tab.
5.
Select the Client in the dropdown list.
6.
Select the row data in the grid.
7.
Click on the view icon. It will open a new window.
8.
Select the row data in the grid.
9.
Click on the View button. It will open a new window.
10.
Click on General Tab.
11.
Click on view icon which is on the top right corner. It will open the template in a new window.
12.
In a new window, Go to the row in the grid and click on view icon to view template documents. It will open the documents page.
13.
Click on the Edit icon of the row which you want to edit.
14.
Select and Fill all fields.
15.
Click on Save icon of that row to save the changes for that row.
16.
It will open a Popup message. Click on OK.
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.