Locating and Generating Individual Documents

All econveyancePro documents are contained in the All Documents group. To search for a specific document or subset of documents follow these steps: 

1. Ensure that All Documents is selected in the My Groups box 
2. Enter the search criteria in the Search box that appears 
3. Press Enter on your keyboard to display the search results 
4. Note that there may be several pages of documents that match your search criteria. To move between pages use the arrow keys at the bottom of the table. 
5. If you would like to refine your search results, enter more information into the Search box and press enter. eg. if you originally entered Report and the results are too long, you could refine your search by entering Report to Buyer. 
6. If there are custom documents available for your firm search for the first name in your firm name (eg. OneMove)
7. Select the documents you wish to generate from the Documents list by clicking on them to highlight them.
8. Use the right single arrow key to move the selected documents to the Selected Documents table. Note: you must move the documents to the Selected Documents table one page at a time.
9. Click the Generate button to start the generation process.
10. Documents can be removed from the Selected Documents Table by using the left double arrow keys to remove them all or selecting them and using the left single arrow key.