Take a Snapshot of a Lease (Classic 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. Automatic snapshot creation is set up in uDesigner.

To save an automatically created snapshot

  1. When the status of the Lease BP changes and a snapshot is created automatically, you receive a message.

    Enter a title for the snapshot (if you want to overwrite the default title), and an optional description.

  2. Click OK. The snapshot is saved in the system.

To create a snapshot manually

  1. While in the Lease BP, open the Menu Options ( ) and select Create Snapshot. The Create new snapshot window opens.
  2. Enter a title for the snapshot (if you want to overwrite the default title), and an optional description.
  3. Click OK. The snapshot is saved in the system.

To view and manage snapshots

  1. While in the Lease BP, open the Menu Options ( ) and select Snapshots. The Snapshots window opens.

    The snapshots are listed in the window. Manually created snapshots display Yes under the User Created column; system created snapshots display No.

  2. To save the snapshot as a PDF file, select a snapshot from the list and click Open.

    Depending on your browser, the file may automatically be downloaded, or you will be prompted to download the file manually.

  3. To view snapshot properties and change the title or description of the snapshot, select a snapshot from the list and click Properties.
  4. To delete a snapshot, select a snapshot from the list and click Delete.
  5. Click Close when you a done viewing snapshots.

Last Published Sunday, July 20, 2025