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Working with your Requisitions Tab

Meaghan Morris avatar
Written by Meaghan Morris
Updated over 2 months ago
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11 STEPS

1. In your requisition tab, click add new

You will be prompted to add a new requisition, or import the instrument data from your Teranet search result


2. If you select import from Teranet search, you will be prompted to select an instrument to extract the data from

Once clicked, select create requisition

3. Use the search bar to select a template

4. You can edit any of the data you like, click edit view to edit the requisition text


5. When ready, click add requisition


6. Click the edit icon to edit the contents of your requisition

7. Click show details to see more information on that specific requisition


8. Click the checkbox once you have submitted the requisition letter to the seller's lawyer


9. Click fulfilled when your requisition has been completed


10. Add your instrument no. and registered date if applicable


11. You can now print, copy, export to PDF, or export to Word right in this tab

The requisition letter is also available in your documents tab!




Next steps: Go Live OR Practice

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