The lease template is the PDF your customers sign electronically during online sign-up. You upload your finalized lease, place signature fields and data fields on it (customer name, move-in date, unit number, etc.), and Stortech automatically sends the lease via BoldSign when a customer completes checkout.
If you don't have a finalized lease yet and would rather have Stortech build it for you, see Create your own lease template with Stortech.
Who this article is for
Configuring the lease template requires the Owner or Manager role. Resending a signature reminder from a rental record requires the same role.
Before you configure a template
Prepare your finalized lease PDF (legal text, terms, clauses). PDF format only. Understand the available field types: standard, automatic, custom.
Upload a new template
Step 1.
Open Settings > Lease. If no template is configured yet, the page offers two ways to create one: Create a contract with Stortech (see Create your own lease template with Stortech) or Upload my own PDF, which keeps the current flow of uploading a finalized PDF and placing signature fields directly on it.
Step 2.
Click Upload PDF. This opens the Upload step of a 3-step wizard (Upload > Place fields > Link).
Step 3.
The New lease template form shows a Template name field (for example "Standard lease 2026") and a PDF file drop zone (PDF format only).
Step 4.
Select the PDF. The button shows Uploading... while it sends.
Generator step 2 — Place the fields
After upload, the editor opens on your document with the instruction to place the fields where they should appear (signature, text, date). You'll link them to tenant data in the next step, then click Finish editing once placement is complete.
Generator step 3 — Link the fields
For each field, choose which data should auto-fill when a lease is sent. Three sections: Standard fields (pick a standard data point like Customer name or Move-in date for each field), Automatic fields (handled by Stortech, marked Automatic), Custom fields (filled manually — if none exist, the message "No custom fields. All fields are standard or automatic." shows).
Click Save and validate (the button shows Saving... while it sends).
Activate the template
Once fields are placed and linked, the state changes to Ready to activate or shows "{N} issue(s) to fix." Click Activate the template (the button shows Activating... while it runs). Once active, the state shows Active since {date}.
Edit an existing template
On the active template's page: Edit fields (reopens the placement editor), Edit linking (changes data-field associations), Fix linking (appears if validation failed, points to Validation issues), Replace PDF (upload a new PDF — previous fields need to be replaced).
Resend a lease to a customer
On a rental's record, in the Rental lease section:
Step 1.
Click Resend lease. The button shows Sending… while it runs.
Step 2.
A notification confirms "Lease signature reminder sent successfully" or shows "Failed to send lease reminder" on error.
Limit: one reminder per 24-hour window. If you try earlier, the button shows "A reminder was already sent in the last 24 hours."
Note: on a manually created rental's record, the Rental lease section may show "Only available for storefront bookings." Manual rentals don't automatically have a digital lease.
What happens automatically
During online sign-up
1. The customer completes payment. 2. Stortech creates a BoldSign envelope with pre-filled fields. 3. The confirmation page shows Preparing your lease during generation. 4. Once ready, the customer clicks Sign the lease now to sign online. 5. If generation takes more than a few seconds: "This is taking a bit longer than expected. You can stay on this page while we finish preparing it." 6. If online signing fails: "We couldn't prepare your lease online. Your booking is confirmed, but online signing isn't available right now." The customer can then sign from their portal or by email.
Lease status
On the rentals list, the Lease column shows Signed (lease signed by the customer) or Unsigned (lease generated but not yet signed). An Unsigned leases filter is available to track signature delays.
Important fields and statuses
Item | Meaning |
Lease template | The PDF, field placement, and data linking. |
Standard fields | Auto-filled with pre-mapped data. |
Automatic fields | Pre-mapped by Stortech, no action needed. |
Custom fields | Configured manually (rare). |
Resend lease | Sends a signature reminder; limited to 1 per 24 hours. |
Signed / Unsigned | Lease status on the rentals list. |
Troubleshooting
The customer didn't receive the lease after signing up. Check: what's the lease status on the record? Does the Emails tab show it was sent? Fix: click Resend lease on the rental's record.
Resend lease is greyed out with "A reminder was already sent in the last 24 hours." Check: the 24-hour anti-spam limit. Fix: wait 24 hours, or contact support for a forced send.
A manual rental has no lease. Check: this is expected — digital leases are only created for online sign-ups. Fix: use a paper lease or contact support for a manual BoldSign send.
After editing the template, did old leases change? Check: no, old leases stay exactly as signed. Fix: no action needed, changes only apply to new leases.
BoldSign shows a send error. Check: is the facility's BoldSign connection valid? Fix: check the BoldSign settings and contact support if the error persists.
A field doesn't appear correctly on the signed lease. Check: is the field's linking from step 2 correct? Fix: reopen the editor, fix the linking, click Save and validate, then reactivate the template.
Common questions
How do I set up a new lease template? — In Settings > Lease, click Upload a PDF, name it, select your PDF file. Then place the fields on the document, link them to customer data, and activate the template.
What field types can I place on the lease? — Standard fields (customer name, move-in date, unit number — Stortech fills these automatically), Automatic fields (handled by Stortech with no action needed), and Custom fields (filled manually, rare).
The customer didn't receive their lease after signing up. What do I do? — On the rental's record, in the Rental lease section, click Resend lease. The button is limited to one send per 24 hours.
Why doesn't a manual rental have a digital lease? — BoldSign digital leases are only auto-created for online sign-ups via the storefront. For manual rentals, use a paper lease or contact support for a manual send.
What does the customer see after paying for sign-up? — The confirmation page shows Preparing your lease during generation, then a Sign the lease now button opens the BoldSign interface.
If I edit the template, do already-signed leases change? — No. Signed leases stay as-is. Template changes only apply to new leases generated after the edit.
Why is the Resend lease button greyed out with a "24 hours" message? — Anti-spam limit: one reminder per 24-hour window. Wait for the next window or contact support for a forced send.