Table of Contents


Create a VIC Renewal of Lease matter

1.    Select New Matter from the triConvey Home Dashboard.

2.    Select State:  VIC.

3.    Select Matter Category:  Leasing.

4.    Select Matter Type:  Renewal of Lease.


5.    Select party:  Landlord or Tenant.

Tip:  This will open the Matter file where you will complete Matter Details.




Complete Matter Details

Learn more about creating a new matter here.


1.    Double-click Info and complete required details.  

Tip:  Not all details need to be entered immediately.  However, it is best practice to enter as much information as possible to save yourself time when generating documents.  


2.    Enter and complete all parties contact details.  

Tip:  To add an additional party, such as the Landlord, right click on Landlord and select Add Landlord.


3.    Double-click Lease Details and enter all relevant details.

Tip:  Lease Details contains separate tabs for Rent, Options and Disclosure Details for completion if required.

 


4.    Double-click Premises Details to enter the Address, Premises Details and Title Particulars.  


5.    To add uncommon contacts to your matter, select the gear icon.  

6.    From Show/hide details for this matter, select the additional contact/s to be displayed in Matter Details.

Tip:  You can add details such as Guarantor and Additional Contact.


7.    Select Save.

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