LTO Forms Online - User Guide

About this User Guide Adding a Data Record based on a Previous Record
Screen resolution Deleting a Data Record
Supported browsers Getting Help while You Enter Data
Using the Menu Using the Tool Bar
Editing Form Data Viewing Your Form
Viewing a Blank Document Printing the Form
Viewing the Guidance Notes Saving the Form
Sorting the Menu Saving the Data
Searching the Menu Opening a Data File
Editing Form Data Re-using Form Data
Using the Tabs Emailing a Data File
Completing the Form Tab Addresses
Completing the Multiple-Entry Tabs Postcodes
Editing the Data Signatures
Adding another Data Record  

 

About this User Guide
This User Guide explains how the LTO Forms Online application works.
Screen resolution
Screen resolution must be at least 800 x 600
Supported browsers
 

The browser must be Javascript enabled. This browser option is set in the following manner

Internet Explorer 6+

1. Tools -> Options...

2. Select Security tab

3. Select Internet icon

4. Click on the Custom Level... button

5. Select to Enable Active Scripting

Mozilla Firefox 1.5+

1. Tools -> Options ... -> Web Features

2. Select Enable Java and Enable Javascript

Netscape 6+

1. Tools -> Options... -> Site Controls

2. Select the Site List tab

3. In the Master Settings box, Select I Trust This Site

4. On the right hand panel Select Enable JavaScript / VBScript and Enable Java

If a user's browser options do not meet the minimum requirements, the following message will be displayed:

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Using the Menu
The LTO Forms Online menu provides access to all LTO forms, blank forms and guidance notes for completing the forms.

 

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Editing Form Data
To edit data for a LTO form, select the appropriate document and click on the Edit Form Data icon.
NOTE:     When you edit form data, you are not editing the form directly.  The data you enter in the dialog window will be used to create the form.
Viewing a Blank Document
Before you edit form data, you can view the blank form (that will be used to create your completed form) by clicking on the Blank Form icon for the particular form.
Viewing the Guidance Notes
You can view the guidance notes for a form by clicking on the Guidance Notes icon.

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Sorting the Menu
When you first activate the LTO Forms Online application, the list of forms is sorted by Document Name.  The sort icon next to the column heading indicates that the list is sorted by that column.

To sort by the form prefix, click on Prefix.

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Searching the Menu
To search for a form on the menu, type a keyword in the keywords textbox, select the sort method (by Prefix or by Document Name) and click the Search button.

To display the complete list, click the All button.

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Editing Form Data
When you have selected a form you can enter the data that will be used to create the form
NOTE:     When you edit form data, you are not editing the form directly.  The data you enter in the dialog window will be used to create the form.  Editing the data in a dialog window (rather than directly in the form) means that you enter less data and the form that is created will always display your data correctly.
Using the Tabs
The data required for each form is entered in the dialog window within a set of tabs.  Each tab collects the data for a section of the form.  You can enter data in any tab order, either beginning at the first tab and proceeding to the end, or selecting each tab randomly and entering data to suit.  Note that each form will have a different set of tabs (as each form requires different data).
To select a tab, click on the tab.

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Completing the Form Tab
All documents have a Form tab.  The Form tab allows you to enter information regarding the form itself. You must enter the name of the person lodging the form and the name of the person to whom the form will be returned if it requires correction.  Conveyancing professionals must also provide their Agent Code.  If the form must be certified (signed), the name of the Certifying Agent must also be provided.

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Completing the Multiple-Entry Tabs
Some tabs require multiple entries.  For example if you have two Transferors on a “Memorandum of Transfer”, you must enter both parties separately.  Similarly, if the transfer has more than one title, you must enter each title separately.
To add the first entry, select the appropriate tab and click on the Add button.

The data entry screen displays.

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Complete the relevant data and click OK.

The summary screen updates with the data you just entered.

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Editing the Data
To change the data you have entered, select the record button (to the left of the data record) and click on the Edit button.  Double click to remove selection.

You can then change the data.

Then click on the OK button.

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Adding another Data Record
To add another data record, click on the Add button.
Adding a Data Record based on a Previous Record
Adding a record based on a previous record can save retyping the same data.  For example, if one transferor shares the same address as a transferor that you have entered previously, you can copy that transferor record.
To copy an existing data record, select the record button (to the left of the data record) and click on the Add button.

The data from the previous data record is displayed in the data entry screen.

You can then make the changes to the data and click the OK button.

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Deleting a Data Record
To delete a data record, select the record button (to the left of the data record to be deleted) and click on the Delete button.
Getting Help while You Enter Data
If you move the mouse cursor over a text field, a pop-up message will display providing context-sensitive help about the data required for the field.

Using the Tool Bar
The tool bar contains the tools you will need to create your form and save data that you have entered for the form.

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Viewing Your Form
You can view the form at any time during data entry.  You do not need to complete all the data; just the mandatory fields on the form tab (lodged by and correction to) before viewing the form.  To view the form, click on the View Form icon in the tool bar.
The form is displayed (as a PDF file) using the Adobe PDF viewer.

Printing the Form
You can print the form directly from the PDF Viewer window by clicking on the Print icon (in the tool bar).
Saving the Form
You can also save the PDF file for printing later or for archiving purposes by clicking on the Save icon (in the tool bar).
NOTE:     You can view the form at any time while you are entering data – you do not need to wait until all data is entered.  Each time you select the View Form icon, a new form is created using the data you have entered.  You can use this method to check the progress of the document during your data entry.

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Saving the Data
You can also save the form data at any time during the editing process.  To save the form data, click on the Save icon (in the tool bar).

Then click on the Save button (in the file download dialog box)

Use your file navigation dialog to find a suitable location to save the file.
NOTE:     Saving the form data is not the same as saving the form.  When you save the form (see above), you are saving a PDF file of the completed form.  The PDF file cannot be edited.  When you save the form data however, you are saving just the data that you have entered.  You can therefore open the data file in the LTO Forms Online application and modify the data, then create a new PDF file from the modified data.

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Opening a Data File
To open a form data file (that you have saved previously), click on the Open icon (in the tool bar).

Navigate to the location where you saved the file and select the filename.
Re-using Form Data
You can reuse the saved form data to create different forms.  For example, if you are creating two different forms for a transaction, you can enter the data for the first form, create the first PDF file then save the form data.  You then edit the second form, open the previously save form data and create the second PDF file (which will use the same data that you entered for the first form).

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Emailing a Data File
You can email the data you have entered to another party.  For example, if you are preparing a Transfer document and are representing the Transferee(s), you can enter the Transferee(s) details and other known information (such as the title details) and email the data to the Transferor(s) representative.  The Transferor(s) representative can then open the form data you have emailed, add the Transferor(s) details (choosing the correct signature block etc) and print the document for signing.  They can then post the signed document back to you as per current processes.
To email form data file, click on the Email icon (in the tool bar).

Addresses
The LTO Forms Online application supports two address methods: street addressing and freeform addressing.  To use street addressing, you must enter the house number, street, street type and postcode.

NOTE:     When entering the street type, continually pressing the first letter of the street type will scroll through each selection under that letter.  If your required selection is not on the list you will need to enter the address using the freeform addressing.
For freeform addressing, you must use the Alternative Address field.

NOTE:     If you have defined the address using street addressing and need to change to a freeform address, you must first remove the data from the unit/flat number, house number and street name fields.

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Postcodes
Using the postcode simplifies the address definition.  When entering an address, enter the postcode and you can select the suburb from a drop list.
NOTE:     If you are defining a freeform address (using the Alternative Address field) and the address is within Australia, you must use the postcode, suburb and state fields.  If the address is outside Australia, you do not need to specify the postcode, suburb and state fields (you can specify the full address in the Alternative Address field).
Signatures
For all parties you add to a form (e.g. Transferors, Transferees, Applicants, etc.), you must specify the type of signature with which each party will sign the document.  You select the signature type from the drop list in the Signing As panel.

NOTE:     Where possible you must use one of the defined signature types.  If the signature type you require is not in the list, choose “Other” (a blank space will be added to the form for a freeform signature).