The Legal Pack Facility now has many new features and facilities to make it easier for you to manage your legal packs. Most importantly of all the LPE1/2 form is fully integrated, and once you have prepared the template once for a building, all subsequent legal packs will be a breeze.
To use these you must be a member of the legal group, speak to your system admin or dwellant if you require help setting this up.
At the Managing Agent Level
From the Home > Legal Pack option
The major use of this page will be to search for existing legal packs
- Always enter a building first
- Then pick other details
- Click the Filter button
The table shows all the packs that match the search (so you can just search for a building) and the associated details. Including:
- Flat / Unit
- Lawyers email (Addressee)
- Sender/Updater (the Last employee to send or update a pack
- Last Updated
- Email Link clicked time
- Status
- Actions
To access a legal pack, click on the name of the unit.
There are 2 templates that need completing for this feature to work:
- LPE1 & 2 - 8 fields to complete
- FME1 - 9 fields to complete
MA level Documents
At the Ma level you will have key documents that relate to all Legal packs. Check out the following guide on how to add these.
Within a Building/Development
From Home > Legal Pack
The First Time…
The first time you use the legal pack for a building you will need to do the following:
1. Setup the Default Documents – You can click add documents. You can then select each of the documents that should already be uploaded for your building.
The Property Manager should have already uploaded many of the documents – if they have not nag them! You should be able to rely on them putting the newest documents such as insurance and Section 20s docs.
You can also upload additional documents by dragging and dropping them to Dwellant folder under the building and sub folder called Legal Pack.
2. Complete the LPE1/2 Form Template
Please Note: at present this feature is only supported in the Google Chrome Browser.
Click the LPE1/2 Form Template button, and choose ether to Add a new template or edit an existing template.
Legal Packs supports multiple templates – the objective being that if you have different Freeholders, or Houses/Flats you can have different pre-completed LPE1 forms.
When Adding them name them appropriately.
3. Now Select Edit Field Values
And complete the form (yes there are a lot of questions, yes the ordering might make you blink - You are only being asked questions that are generic to all packs you create with this template for this building)
You must complete all the fields. This is important so that we can validate nothing has been missed. So please enter N/A where you wish to not enter any real values.
You can click OK at any time, and save where you are.
When you click on OK you will be shown the % progress against all the questions. Until you have completed ALL questions the template will not be marked as Ready to Use with a Tick