Lease Renewal Form Templates
TrackAbout can automatically generate Lease Renewal Forms for printing, mailing, or emailing to your customers. The forms it generates use a generic Lease Renewal Form template for formatting and content. You (or TrackAbout Support) can customize the template to modify the format and include specific information automatically generated by TrackAbout, using tags. You can use the same template for printed and emailed output, or you can use different templates for each. TrackAbout can also use different templates depending on asset agreement type.
Lease Renewal Templates (Download: AssetAgreementPrintableFormTemplate.zip) are Rich Text Format (RTF) files that can be edited and saved by Microsoft Word or any word processor that supports RTF files.
Tags
A tag is a special bit of text in the template that tells TrackAbout what and where to substitute specific dynamically-generated information into the form when it’s output. The tags themselves are not included in the output, just the information they represent.
Tags always start and end with @@. For example, a tag of @@FULL-START-DATE@@ inserts the full start date of the agreement in the output, in the format MM/DD/YYYY.
NOTE
Tables must always include the @@ASSET-DESCRIPTION@@, @@QUANTITY@@, and @@UNIT-COST@@ tags. Only a single row of these fields should be present.
Additional rows will be inserted in the table during generation of the form depending on the number of assets in the agreement.
The row containing these tags should be always preceded by at least one header row. There can be additional rows following the row containing these tags — they will be replicated as is.
The following tags are supported in Lease Renewal Form RTF-file templates.
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@@START-DAY@@ |
Inserts the day portion of the current start date. |
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@@START-MONTH@@ |
Inserts the full name of the month portion of the current start date. |
|
@@START-YEAR@@ |
Inserts the year portion of the current start date. |
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@@END-DAY@@ |
Inserts the day portion of the current end date. |
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@@END-MONTH@@ |
Inserts the full name of the month portion of the current end date. |
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@@END-YEAR@@ |
Inserts the year portion of the current end date. |
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@@FULL-END-DATE@@ |
Inserts the full current end date, in MM/DD/YYYY format. |
|
@@PRINT_DATE@@ |
Inserts the date the agreement was printed, in MM/DD/YYYY format. |
|
@@FULL-START-DATE@@ |
Inserts the full current start date, in MM/DD/YYYY format. |
|
@@DURATION-MONTHS@@ |
Inserts the duration in months of the current lease. |
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@@CUSTOMER-NUMBER@@ |
Inserts the Customer Number. |
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@@CUSTOMER-NAME@@ |
Inserts the Customer Name. |
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@@CUSTOMER-BILL-ADDRESS@@ |
Inserts the Customer Billing Address. |
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@@CUSTOMER-SHIP-ADDRESS@@ |
Inserts the Customer Shipping Address. |
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@@CUSTOMER-SERVICING-LOCATION-NUMBER@@ |
Inserts the Servicing Location Number for the Customer. |
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@@CUSTOMER-SERVICING-LOCATION-NAME@@ |
Inserts the Servicing Location Name for the Customer. |
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@@CUSTOMER-SERVICING-LOCATION-ADDRESS@@ |
Inserts the Servicing Location Address for the Customer. |
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@@CUSTOMER-SERVICING-LOCATION-PHONE@@ |
Inserts the Servicing Location Phone for the Customer. |
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@@AUTO-RENEW-BEGIN@@ |
Inserts the text between the two tags (which must be used as a pair) if the agreement is being automatically renewed. If it isn’t, the tag inserts nothing into the output. |
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@@INC-DEPT-BEGIN@@ |
Inserts the text between the two tags (which must be used as a pair) if the agreement applies to a customer department. If it doesn’t, the tag inserts nothing into the output. |
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@@PAYMENT-TERMS@@ |
Inserts the payment terms. |
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@@SUBTOTAL@@ |
Inserts the total before any applicable tax. |
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@@TAX@@ |
Inserts the applicable tax. |
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@@GRAND-TOTAL@@ |
Inserts the total, including tax. |
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@@ASSET-DESCRIPTION@@ |
Inserts the Rental Class or Asset Type of the asset. This must always be included in a table. |
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@@QUANTITY@@ |
Inserts the quantity of assets. This must always be included in a table. |
|
@@UNIT-COST@@ |
Inserts the unit cost of the assets. This must always be included in a table. |
