Overview
- You can enter property addresses, base documents and dates, and edit instrument details.
- Uncheck any of the options (clients, base documents, or instruments) to exclude them from an A & I.
What to do
- Enter the Property Address.
- The Property Address field is free text so you can expand this to write multiple or complex addresses for the property if required.
- Select the Base document and a document date.
- Use the down arrow in the field to choose from a list of options (such as a loan agreement).
- Select the Other option to bring up an additional field into which you can type the name of the base document.
- Use the Add Document button to add multiple documents or click the X at the end of a row to delete a document.
- To enter the document date:
- type in the date using the date format DD/MM/YYYY
- click on the field to open a date picker. Use the back and forward arrows to navigate between months, then click on the date.
- Check the Instrument details.
- If you update any of the instrument details, these will not save.
