e-dealing timesaving Hints and Tips: #2 Prepare Instruments

#2 in our series of e-dealing timesaving hints and tips.

• select instrument in Type or Status field to avoid drop down lists
• use available short cut keys
• use the Tab key after entering an instrument number in the Discharge Mortgage screen
• ensure you have the correct owners
• select the correct proprietorship type before entering data. This is important for a Combination proprietorship where editing only takes place in the last row
• ensure all group share is together
• avoid buttons you don't want to activate
• use the refresh button if you accidentally delete proprietors
• be aware there are separate fields for given and family names, and that these fields display as they will appear on the title.