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Help Center

Getting Started

Getting Started

Let's get you up and running on Occupier!

The Basics

Lease Administration Glossary

Your Occupier Settings

Who do I reach out to if I have an issue?

Where can I find Occupier's SOC Report?

Occupier Onboarding & Abstraction

Uploading Documents for Onboarding

Abstraction of Clauses

What data is captured in Occupier abstraction?

User & Team Management

Adding Users to Occupier

Adding & Removing Users from a Individual Lease

Adding Users To A Deal

Admin and User Difference

Editing & Remove Users - Account Level

User Access & Types in Lease Accounting

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Email & Notification Management

Occupier's Email Types & Frequency Settings

Critical Date Notification Settings

Deal Updates & Daily Deal Digest

What is the Portfolio Digest?

Custom Data Management

Custom Fields

Custom Categories

Custom Critical Date

Custom Clause Types

Custom Expense Type

Equipment Type

Space Type

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