You will be asked to create a Client Reference when ordering a Title Document.
Image 1: Create a Client Reference for easy tracking
Creating a Client Reference will help you and your account administrator keep track of Title Document orders. Here are some suggestions you may consider when creating a Client Reference:
- Client name: This is useful if you intend to pass on the cost of the document purchase to the client.
- Street name: Using the property’s street name will help with identifying an order with lot or plan numbers.
- Building or project name: Suitable for units within a commercial building or residential apartment or development.
Viewing previous orders
To view the Title Document orders you have made previously, click on My Documents from the top navigation menu.
Image 2: Click My Documents on the top navigation menu
Click on the My Documents button to view your previous orders. Change the date range if needed. By default the page displays orders made in the last 7 days.
If you are an account administrator, click on Account Documents to view all the Title Documents that have been ordered by users in your account. The Client Reference will show up against each order.
From here, you can also export your list of orders in a spreadsheet by clicking on the Export to CSV button.
Image 3: View previous orders