Searching for forms

Transcript

You can find any form that you or anyone in your organisation has worked on. Hover over the ‘Search’ tab and select ‘All forms’. You will see a list of all forms within your organisation. 

To find a particular digital form, enter the form ID or client reference or you can search by client name, form status, land identifier, the last modified user, settlement date or transfer date by selecting ‘Filter your forms’. After you have selected a filter type in the drop down box and provided the required search criteria, select ‘Add filter’. All potential matches will populate your screen. 

To view the details of a particular form, click the blue arrow to drop down a summary of the form including the details of the property, transferor/transferee details and who claimed the form.