Chapter 10. Lifecycle of a form HandiRegister 2015
2. Under Ordered by, you can select whether the form list is to be ordered by the HandiSoft
Company reference numbers, the currently Selected company or the form Trace
numbers. Your selection also determines the search field.
3. Under Find, type in the search text, and HandiRegister 2015 will highlight the matching form.
4. Click Close to exit the "Find/Order" (form) window.
Viewing automatically generated minutes
A ‘Y” in the “Forms” window
Minutes column indicates that the form has an automatically generated minute for it.
To view the minute, highlight the form and click Minutes.
For information on automatically generated minutes, see Chapter 14. “Minutes and resolutions”.
Preview a form
Before a form can change to the "Awaiting Lodgment" status, the form must be:
Error-free;
Have been previewed; and
Have a date of signing recorded against it.
For some form types, HandiRegister 2015 automatically displays a preview of the form once you have made the required alterations. In other instances, you must manually preview the form.
Manually preview and print a form
1. Click or, from the Lodgment menu, click List Forms Awaiting Signing.
Note: If you previously marked the form as having been signed, you will need to look for the form under either List Forms Awaiting Lodgment or List Forms Lodged.
Tip: Where a form has not been previewed, in the “Forms Awaiting Signing” window, the form’s status will be blank.
Once you have previewed a form, its status in the “Forms Awaiting Signing” window is set to “READY”.
2. On the “Forms Awaiting Signing” window, highlight the required form, and then click
Preview.
3. If necessary, resolve any errors on the form (see " Correcting errors in a form " on page 117
for assistance).
4. If the form is free of errors, click Print and print a copy of the form for signing.
5. To exit from the “Report Preview” window, click Close.
If the previewed form is correct and is ready for the client's signature, the following window opens.
116
If the form is ready for signing, click
Ready to Sign; otherwise click Not Ready to Sign.
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