Standard Forms

Our standard forms facility enables you to create a range of documents online within DSLive itself, such as initial notices, approval certificates, inspection reports and standard letters which can then be shared with an applicant, agent or another contact. 

By pressing the new ‘Create Document’ button in the ‘Documents’ tab of an application you’ll be able to select the document you wish to create from a list and a standard template form will open on your screen.

When your new document template opens you will find various fields where your document information will appear. Some of these fields are pre-populating fields ie. information the system can pull and merge from DSLive ie – application submission IDs, applicant or agent name, work locations etc. Other fields will be editable which you can type your information or comments into. You’ll then be able to save the document and share it with the applicant or agent.

All of these template fields, both pre-populating and editable, can be added or removed by you, meaning that you can decide how you would like your different document templates to look and what you would like them to contain. This means that if you would like your approval certificates to contain the same series of information each time, you can set these fields up as a template which open in DSLive every time you click the ‘Create’ button to fill in a new certificate. You can have as many templates as you like for different types of documents and manage them in our new User Admin Tool.