New Related Form

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

note

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
EF001 - Contract for Houses & Residential Land	EF003 - Contract for Residential Lots in a Community Titles Scheme PO Form 8 EF135B - Consent to receive electronic communication - Buyer EF006 - Acknowledgement of Multiple Offers EF021 - Waiver/Shortening of Cooling Off Period by a Proposed Buyer
EF003 - Contract for Residential Lots in a Community Titles Scheme	EF001 - Contract for Houses & Residential Land PO Form 8 EF135B - Consent to receive electronic communication - Buyer EF006 - Acknowledgement of Multiple Offers EF021 - Waiver/Shortening of Cooling Off Period by a Proposed Buyer
EF005A - PO Form 6 + REIQ Residential Sales Schedule & Terms	EF001 - Contract for Houses & Residential Land EF003 - Contract for Residential Lots in a Community Titles Scheme EF012 - Disclosure Statement EF040 - Prior Appointment Statement - Property Agents EF133S - Clients Acknowledgement of Appointment - Sales EF135S - Consent to receive electronic communication - Seller
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

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

📝 Steps:

1. Select the parent form from the list of forms available

2. Click the More button in the top toolbar

3. Click the New Related button near the top right of the screen

   

4. Select the Related form you wish to create and click Next

   

5. Choose from a Standard form (blank)

   

OR

4. 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.

5. Type a name for your form in the Description area at the top of the screen and click Create

   

6. You will now be redirected into the newly created related form with the common information populated from the parent form.