Surrender of Lease - SA

Table of Contents

• Create a SA Surrender of Lease matter
• Complete Matter Details

Create a SA Surrender of Lease matter

1.    Select New Matter from the triConvey Home Dashboard.

2.    Select State:  SA.

3.    Select Matter Category:  Leasing.

4.    Select Matter Type:  Surrender of Lease.

5.    Select party:  Lessor or Lessee.

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 Lessor, right click on Lessor and select Add Lessor.

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

4.    Double-click Surrender Details to enter Surrender, Lease and Head Lease Details.  

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 Consenting Mortgagee, Legal Agent and Additional Contact.

7.    Select Save.