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1. To do this you must first create a saved search. (Click here for how to save a search.)
2. Edit the saved searches layout to add a document tick box option at the beginning of each row. (Click here for how to edit the layout.)
3. Select the documents for which you want to create the Handover report for.
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5. From here you can make your selections.
6. View the Summary report to identify what forms are going to be included in the report – PRIOR – to downloading it. The report content and data will update based on the selections you make.
6. Click Download or Send on a Form to generate the report. (refer here for more information)
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