New Related Form

This feature allows you to automatically populate information from one form to another, which will save you time.

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For example: after creating a Sales Agency Agreement, you will need a Contract of Sale. Using this related form button, common information will be populated from the Sales Agency Agreement into this newly created Contract of Sale.

Currently we have the following related forms:

Parent Form	Related Form
RTA1A/RTA1M - Entry Condition Report RTA14A/RTA14M - Exit Condition Report	RTA14A/RTA14M - Exit Condition Report RTA1A/RTA1M - Entry Condition Report
RTA10 - Notice of Lessor's Intention to Sell Premises	RTA09 - Entry Notice EF150 - Consent to conduct an open house on the premises EF151 - Consent to hold an onsite auction EF152 - Consent to use photos or images for advertising
EF001A - Contract for the Sale and Purchase of Residential Real Estate	PO Form 8 - Disclosure to prospective buyer EF135B - Consent to receive electronic communication - Buyer EF135S - Consent to receive electronic communication - Seller EF006 - Acknowledgement of Multiple Offers EF021 - Waiver/Shortening of Cooling Off Period by a Proposed Buyer EF022V - Acknowledgement of Special Conditions - Vendors EF022B - Acknowledgement of Special Conditions - Buyers EF123 - Form 36 Notice of no pool safety certificate EF156 - Notice of Deposit Payment EF214 - Disclosure of relationship with seller to prospective buyer
EF019A - Contract for Sale and Purchase of Commercial Real Estate	EF135B - Consent to receive electronic communication - Buyer EF135S - Consent to receive electronic communication - Seller
EF005a - PO Form 6 + REIQ Residential Sales Schedule & Terms	EF012 - Disclosure Statement (Section 206 of BCCM Act 1997) EF133S - Clients Acknowledgement of Appointment - Sales EF016 - PO Form 6 + Residential Property Management Schedule & Terms RTA10 - Notice of Lessor's Intention to Sell Premises RTA09 - Entry Notice EF040 - Prior Appointment Statement - Property Agents EF029 - PO Form 6 + REIQ Holiday Letting (Resident Letting Agent) Schedule & Terms EF252 - Client Instruction Form - Taxation Details EF254 - Client Instruction Form - Disclosure Instructions and Search Authority (Residential) PLA Form 2 - Seller Disclosure Statement EF152 - Tenant Consent Form - Consent to use photos or images for advertising EF002 - PO Form 6 + REIQ Purchases Schedule & Terms EF051a - PO Form 6A + REIQ Commercial and Industrial Sales & Lease Schedule & Terms EF001A - Contract for the Sale and Purchase of Residential Real Estate PO Form 6 - Appointment and Reappointment of a property agent, resident letting agent or property auctioneer EF033 - PO Form 6A + Business Brokers Schedule & Terms EF036 - PO Form 6A + Commercial Property Management Agreement EF039 - Seller's Instruction to Change Listing Price EF100 - Notice of Assignment of Appointment EF101 - Request for Client Consent to a Proposed Assignment RTA05 - Change of property manager/owner EF135S - Consent to receive electronic communication - Seller EF135T - Consent to receive electronic communication - Tenant EF150 - Tenant Consent Form - Consent to conduct an open house on the premises EF151 - Tenant Consent Form - Consent to hold an onsite auction EF214 - Disclosure of relationship with seller to prospective buyer
EF051a - PO Form 6A + REIQ Commercial and Industrial Sales & Lease Schedule & Terms	EF039B - Seller's Instruction to Change Listing Price (Commercial Sales) EF100 - Notice of Assignment of Appointment EF101 - Request for Client Consent to a Proposed Assignment EF029 - PO Form 6 + REIQ Holiday Letting (Resident Letting Agent) Schedule & Terms EF033 - PO Form 6A + Business Brokers Schedule & Terms EF036 - PO Form 6A + Commercial Property Management Agreement PO Form 6 - Appointment and Reappointment of a property agent, resident letting agent or property auctioneer EF016 - PO Form 6 + Residential Property Management Schedule & Terms EF253 - Client Instruction Form - Taxation Details EF255 - Client Instruction Form - Disclosure Instructions and Search Authority (Commercial) PLA Form 2 - Seller Disclosure Statement EF019A - Contract for Sale and Purchase of Commercial Real Estate EF002 - PO Form 6 + REIQ Purchases Schedule & Terms EF005a - PO Form 6 + REIQ Residential Sales Schedule & Terms EF051a - PO Form 6A + REIQ Commercial and Industrial Sales & Lease Schedule & Terms
EF014 - Form 18a General Tenancy Agreement + REIQ Special Conditions	EF018 - Agreement to Terminate Fixed Term Tenancy EF096 - Routine Maintenance Request - Tenant EF111 - Cover Letter - Rent Arrears Procedure EF113 - Checklist - Tenancy Commencement for Tenant EF135T - Consent to receive electronic communication - Tenant EF137 - Smoke Alarm Responsibilities - Tenant RTA02 - Bond Lodgement RTA1A/RTA1M - Entry Condition Report
EF016 - PO Form 6 + Residential Property Management Schedule & Terms	EF014 - Form 18a General Tenancy Agreement + REIQ Special Conditions EF020 - Prior Appointment Statement - Resident Letting Agents EF136 - Smoke Alarm Responsibilities - Lessor EF137 - Smoke Alarm Responsibilities - Tenant EF133R - Clients Acknowledgement of Appointment - Rentals
EF029 - PO Form 6 + REIQ Holiday Letting (Resident Letting Agent) Schedule and Terms	EF027 - Contract Management Rights
EF150 - Consent to conduct an open house on the premises EF151 - Consent to hold an onsite auction EF152 - Consent to use photos or images for advertising	EF150 - Consent to conduct an open house on the premises EF151 - Consent to hold an onsite auction EF152 - Consent to use photos or images for advertising
PO Form 6 EF002 - PO Form 6 + REIQ Purchases Schedule EF005a - PO Form 6 + REIQ Residential Sales Schedule and Terms EF016 - PO Form 6 + Residential Property Management Schedule and Terms EF036 - PO Form 6 + REIQ Commercial Management Agreement EF051a - PO Form 6 + REIQ Commercial & Industrial Sales & Lease Schedule and Terms EF033 - PO Form 6 + Business Brokers Schedule and Terms EF029 - PO Form 6 + REIQ Holiday Letting (Resident Letting Agent) Schedule and Terms	PO Form 6 EF002 - PO Form 6 + REIQ Purchases Schedule EF005a - PO Form 6 + REIQ Residential Sales Schedule and Terms EF016 - PO Form 6 + Residential Property Management Schedule and Terms EF036 - PO Form 6 + REIQ Commercial Management Agreement EF051a - PO Form 6 + REIQ Commercial & Industrial Sales & Lease Schedule and Terms EF033 - PO Form 6 + Business Brokers Schedule and Terms EF029 - PO Form 6 + REIQ Holiday Letting (Resident Letting Agent) Schedule and Terms
EF254 - Client Instruction Form - Disclosure Instructions and Search Authority (Residential)	PLA Form 2 - Seller Disclosure Statement
EF255 - Client Instruction Form - Disclosure Instructions and Search Authority (Commercial)	PLA Form 2 - Seller Disclosure Statement

This list will be expanded as new forms are added. Simple and time saving!

📝 Steps:

Select the parent form from the list of forms available
Click the More button in the top toolbar
Click the New Related button near the top right of the screen
Select the Related form you wish to create and click Next
Choose from a Standard form (blank)

a previously created Template

info
When creating a related form from a template the information in the parent form will take priority over the information in the template for any shared fields.
Type a name for your form in the Description area at the top of the screen and click Create
You will now be redirected into the newly created related form with the common information populated from the parent form.