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To access this screen:
in Company Secretarial, go to Reports | Multiple Forms | OK. Alternatively, go to Company Forms | Print Form | Multiple Forms after selecting a form where one change created multiple logs e.g. change of registered office address where the address is share by multiple clients.
in Company Formations, go to Reports | Multiple Forms. NB: The screen defaults to only show incorporation documents. Select Options to change the multiple form criteria to include other form types.
The screen displays a list of outstanding forms. The criteria used to populate the current list is displayed at the top of the screen and the number of documents found based on this criteria is displayed on the bottom of the screen. Information available for each document is the client ID, client name, date the event occurred, the form number and event description.
If Include previously printed documents is selected in Options the screen displays additional columns of information which is the date of when the form was printed, the envelope number and the status.
The Include column defaults all listed documents to be ticked. The tick indicates this document should be electronically filed or printed, based on the criteria selected, when Process is clicked. Un-tick a document to exclude it from being processed. Use Select All or Clear All to choose which documents to process. Selecting Process may take some time depending on the number of documents being printed or electronically filed and a progress bar appears identify each form as it is being dealt with.
Additional options available on screen are:
View Client accesses the client record from an event highlighted in the list.
Options accesses the Multiple Forms Configuration screen where the criteria can be revised.
View Log displays a list of reasons some forms may not have processed where action is required before attempting to resubmit the form.
View Entry displays the event details for the selected form.
Close to exit the screen without processing any documents.