TM Searches
It will show new options: TM Group Searches (England and Wales) and TM Group Searches (Scotland)
The TM Searches options will also be available from the Searches dropdown button
If TM Searches has not been setup for you, when you try and perform a search you will get the following error message. Please contact your Administrator for assistance
When selecting a TM Search you will see the following message, click 'Yes' to continue with the search request
You have not performed a Risk Factor Search before
or
A Risk Factor search has been performed before the upgrade but as you are requesting a TM Group Search, another Risk Factor search is required
Click on the 'Get Risk Factor' button
If it's a residential property and for an individual client, then Redbrick will select the 'Residential' option
Once the Risk Factor process is complete, it will populate the Risk Factor data. Click 'OK' to continue
After a few seconds the Property Plan View screen will open
On this screen, you can change or modify the plan by clicking the 'Edit Outline' button, if needed.
Once you enable the 'Edit Outline' functionality, it allows you to drag the outline as needed.
On top right corner of the screen there are Delete, Reset, Cancel and Save options
If you have changed the outline for the property, then select 'Yes' at the bottom of the window. This will enable 'Next' button
If you make any changes to the plan and click 'Next,' the new amended plan will be downloaded to the Documents screen. Click 'OK' to confirm. The Property Plan Viewer will move to the next screen
If you know which search product you would like to order, click 'Yes'
It will also enable the 'Previous' button, in case you wish to go back to the previous screen
After selecting 'Yes,' it will retrieve the search pack and products from TM, which may vary based on matter type and location
Once the pack is selected, it will also automatically select products for the selected pack in the right-side list
This will also allow you to select other search product(s) in addition to the auto-selected products
Untick the first pack to select the second pack. You will see that it selects different products in the right-side list
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