Reviewing and Editing Extracted Data

After you upload a lease document, Leasecake reads it and fills in the lease for you. Before the lease counts for anything, you check that work — confirming what the extraction got right, correcting what it got wrong, and filling in anything it couldn't find. This review is the step between a raw document and a published lease.

Each value the extraction captured is tied back to the place in your document it came from, so you can see the source text behind a figure instead of taking it on trust. Work through the editing tabs in the order that suits you — nothing is locked until you publish.

When a Lease Is Ready to Review

While extraction is still running, the lease shows a "Reading your lease…" banner. The editing tabs open once that finishes. A lease in this state carries a Draft status: it has been created but never published, and nothing it contains has been posted to accounting yet.

If the banner is replaced by an extraction-stopped message, the document could not be read automatically. You can still fill the lease in by hand, or ask a reviewer to reclassify the document and resume extraction. See Recovering from a Failed Extraction.

Working Through the Editing Tabs

The lease is split into tabs, each owning one part of the agreement — details, term dates, parties, rent obligations, and so on. Open each tab and check the extracted values against your document:

•Confirm the figures and dates the extraction captured, using the linked source text where you want to verify a value.

•Correct anything that is wrong — the fields are editable throughout the draft.

•Fill in any field the extraction left blank, including anything it could not find in the document.

•Add the contacts and parties on the lease, and set up rent obligations and escalations, as part of the same review.

Why Term Dates Deserve Extra Care

The term dates you enter drive more than the overview. Once the lease is published, Leasecake uses the commencement and expiration dates to work out where the lease sits in its legal life — whether it has commenced, is approaching an exit, has expired, or has moved into holdover. A wrong date can place the lease in the wrong state, so these fields are worth double-checking against the source.

Finishing the Review

You do not have to complete the review in one sitting. Your edits are saved as you go, and the lease stays in Draft until you publish it. When every tab reflects the agreement correctly, publish the lease to make it active and hand it off to accounting.

Treat publishing as the point of no casual return. On publish, the lease becomes active, its legal status is evaluated immediately, and it becomes available to the accounting workflows. Review every tab before you take that step.

Related topics: Uploading a Lease Document, Recovering from a Failed Extraction, Publishing a Lease.