Search for any form
Quickly locate specific documents using global search with advanced filters, ensuring efficient access to forms and templates.
Use the search bar at the top of the screen to locate forms by form name, address, or category. The search bar displays key details, including the form’s status, type, agent, and creation date. Search results will appear as a dropdown menu, enabling you to navigate to the desired form by clicking on it.
You can type in part of a street, suburb or form name and the search will return matches in order of relevance. To view all search results for a specific term, click the “All Search Results” icon or press Enter.
Filter your forms
Use filters to refine your search and quickly locate specific forms within your results.
The broadest filter is by form category, which are listed on the left of the screen. By default, ‘All’ are shown, but simply click on a category and only forms of this type will be displayed.
Status is a powerful filter enabling you to drill down to forms at a particular stage of the workflow. Filter by status to only see forms with a specific status (eg in draft). Filters available are:
- Draft
- Ready
- Electronic Signing
- Offline Signing
- Completed
- Voided
- Template
Click one of these ‘status chips’ and only forms with this status will be shown in the list view. Multiple filters can be applied simultaneously, for example, you can view that have Ready and Electronic Signing status to see which active forms are at that stage of the workflow.
Directly above the search results, under the status filters, are more filters allowing you to narrow down your view further by options such as Last modified, User/Agent, and Created by.
So you can limit the forms shown to only those that have been created by you or list you as the agent.
Click the “Clear all filters” button to reset all previously selected filters.
Sort forms
Easily organise forms by sorting them based on various criteria to streamline your workflow.
Forms are sorted by default by the “Last modified date”, with the most recent forms displayed first.
Forms can be sorted by agency, creation date, creator, last modified date, form name, form type, or relevant status.
On the top-right corner of the dashboard, click “Sort by” and select your desired option from the list.
