Within the Property Legal tab, you can access and manage important details of your property's title that include:
- The name of the Title – which you can update by clicking through
- The Lot and plan information as provided
- A section for additional notes
- An option to Preview records
- Information regarding Current Rating Valuations
To access this page, simply open the property file and select Legal from the options in the left-hand menu.
Adding a Property Title Record
You can add a Property Title either during the New Property setup process or at a later time from the Property Legal page:
- Click New Title within the Legal tab of the Property to initiate adding a new record.
- Enter the details of the title in the provided fields.
- Once you've added all the necessary information, click Save to store the record.
Editing and Archiving a Property Title
To make changes to an existing Property Title:
- Within the Legal tab, click on the name of the title you wish to edit.
- On the ensuing page, select Title Details from the left-hand side menu.
- Alter any details as required.
- To save your changes, click the Save button.
- Follow steps 1 and 2 above to navigate to the Title Details.
- Locate the archive option within the page
- Select it to permanently remove the record from your system.
Note: Archiving a record is permanent, and should only be done if you are certain that you no longer require this record.
By following these instructions, managing Property Titles in Re-Leased becomes a straightforward task, ensuring all necessary legal information is at your fingertips.