Charge for Multiple Form B Documents

When dealing with sectioned properties, some Property Management companies have a policy to provide a Form B for each section they manage (residential, commercial, common property, etc).

The "Add Document" dialog box lets you add multiple Form B documents, and lets you control whether the $35 document fee applies for each one.

In the example below you are dealing with a sectioned property. You have already added the first Form B. If your company policy calls for providing a Form B for each section that you manage, you can add as many as needed.

1. In the Form B Information Certificate section, click the Add button.

2. Navigate to the appropriate PDF file (or files) on your network, then click Open.

3. You can add an optional comment to the order. Whatever you enter here will appear on the customer's Cover Page which details all files in the order.

4. Check off or clear the check box to indicate whether or not to charge for the document. Although Form B is the document most commonly added more than once in an order, this feature applies to all documents that have fees (such as Form F) as well as any additional documents with fees that you create.

5. Click Add Document to add the file to the order, or click Cancel to close the box without saving.

6. The second Form B appears in the order. If required, you can click Add again to add more documents with the Form B (Form B or otherwise).

7. As you add documents, the "Apply Doc Fee" column on your "Order Assembly" screen shows which files have the fee applied and which do not. In this example, the first two files each apply the $35 Form B fee.