Take a Snapshot of a Lease (Standard View)

Use the lease snapshot feature to create a historical picture of the lease that you can preserve before the lease is amended or otherwise modified. The snapshot can be created automatically when the Lease BP reaches a certain status, or you can create it manually whenever necessary.

To take a snapshot of a lease

  1. Open the Lease in Edit mode.
  2. Click More Actions and select Create Snapshot. The Create Snapshot window will open.
  3. In the Create Snapshot window:
    1. Enter a Title for the snapshot.
    2. (Optionally) Enter a Description for the snapshot.
    3. Click Create.
  4. In the notification message confirming the snapshot has been successfully created, click OK.

To view the snapshots for a lease, open the lease in view mode, click More Actions, and then select Snapshots. To open a snapshot, click its title to download the .pdf file of the snapshot.

See Also

Lease Business Processes

Lease Business Process Terminology

Lease Business Process Use Cases

Create and Manage Lease Business Processes

Create and Use an Allocation Template (Classic view)

View or Export Payment Schedule

Auto-create an Invoice or Payment Request from a Lease Business Process

Take a Snapshot of a Lease (Classic view)

Calculating Net Present Value (NPV)


Last Published Sunday, July 20, 2025