Please see the separate page here.

You can copy and paste text from a text editor box using the keyboard shortcuts Control + C to copy and Control + V to paste. You can also use the the toolbar icons. Note that browsers with higher security settings (including Firefox) may not allow you to use the toolbar buttons for copy and paste.

If you have forgotten your password:

• Go to isurv WorkSmart and click I forgot my password.
• Enter the email address you used to create your account and press Submit.
• Check your email; you should have one from isurv WorkSmart with a link and an activation code. If you don't recieve the e-mail, please contact support.
• Click on the link, enter an new password, enter it again in the Confirm password box, then in the Security code box enter the code in the email.
• Click Reset.

You will now be able to log in to the site using the new password. Use the Sign in now link to get back to the login page.

• Click on Register an account now, fill in your details and click the Create account button.
• Check your email and click the activation link to confirm your account.
• Complete the additonal information on this page and click Register to complete your registration.
• When you first register, you will be automatically logged in. To log in in future, simply visit isurv WorkSmart, enter your e-mail address and password, and click Log in.

There are two ways to create a new form.

1. Use the Create new form button.

• Click Create a new form.
• Use the drop-down list to select the type of form you want to create.
• Enter a name or reference for your form.
• All WorkSmart forms must be placed in a virtual folder. You can either create a new folder now by entering a name for it, or choose an existing one from the drop-down list.
• You will be shown information about the form, including the cost of producing it. If these are correct, click Create form.

2. Use the Add form to this folder button.

• Click Add form to this folder. The form will be automatically created in whichever folder you currently have open.
• Use the drop-down list to select the type of form you want to create.
• Enter a name or reference for your form.
• You will be shown information about the form, including the cost of producing it. If these are correct, click Create form.

isurv WorkSmart allows you to work collaboratively with colleagues.

For others to work with you on isurv WorkSmart you must first invite them to register:

• Click Options then People.
• You will see a page listing all the people currently linked to your account.
• Click Invite people.
• Enter the email addresses of people you want to invite, separated by commas.
• Click Send invitations.
• They will receive an email asking them to accept your invitation.
• Until they accept they will appear on the list as Invited.
• If you wish to invite a colleague to join your account but they already have their own account, then please contact customer services.

Please be aware that when inviting an colleague to your account, they will then have equal use of that account, including the ability to add or remove users, add phrases and spend credits on forms.

Some forms require you to hold a current RICS license specific to that form. These are currently required for the RICS HomeBuyer Report and the RICS Condition Report. For more information on licensing see RICS Books.

To add a license to your account:

• Click Options then Licenses.
• Click Add license.
• Enter the license number.
• Choose the type of license you want to add to your account. If you have a combined license, you will need to register the individual license numbers for each type of report.
• Click Add license.

Only one user needs to add a license, and it will be shared accross all users on your account.

A phrase is a word or a block of text that you regularly use. You may have many phrases that you wish to use multiple times in a form, or across multiple forms. isurv WorkSmart features a Phrasebook to save you time and effort in repeating these phrases. WorkSmart also offers acccess to a library of RICS sample phrases for you to use.

A phrase is a word or a block of text that you regularly use. You may have many phrases that you wish to use multiple times in a form, or across multiple forms. isurv WorkSmart features a Phrase book to save you time and effort in repeating these phrases. WorkSmart also offers acccess to a library of RICS sample phrases for you to use.

You can add your own phrases to isurv WorkSmart that can then be used again by yourself and other users sharing your account. There are two ways to add a phrase.

The options menu:

• Click Options then Phrasebook.
• Select the type of form you want to create a phrase for from the drop-down list.
• Enter a Hotcode for your phrase. This is a selection of letters and numbers. We suggest you use a code related to the section of the form it will be used in, for example E11.3. When completing your form, entering = followed by the code will insert the phrase.
• Enter Quicktext for your phrase. This is a short piece of text that, when completing your form, entering = followed by the text will insert the phrase.
• Enter the section of the form the phrase should apply to.
• Enter the phrase text.
• Click Add to add the phrase to your phrase book.

Adding a phrase from within a form:

• If you decide while completing a form that you're likely to want to use a certain phrase again, you can it to the Phrasebook directly from the form.
• Highlight the text you want to use as a phrase.
• Click Convert text to phrase in the text editor toolbar.
• Check the phrase and form section are correct.
• Check the Hotcode generated for your phrase. This is a selection of letters and numbers. We suggest you use a code related to the section of the form it will be used in, for example E11.3. When completing your form, entering = followed by the code will insert the phrase.
• Enter Quicktext for your phrase. This is a short piece of text that, when completing your form, entering = followed by the text will insert the phrase.
• Click Save phrase to add the phrase to your phrase book

• Click Options then Phrasebook.
• Click Remove next to the phrase you want to delete.
• Follow the on-screen prompt.

• Click Options then Phrasebook. Click Edit next to the phrase you want to edit.
• Make the required changes.
• Click Save.

isurv WorkSmart allows you to attach additional documents to forms, so that they can be sent to the customer along with the published form. It also offers a library of relevant RICS documents that can be attached to your forms.

You can manage your documents from the Appended documents menu.

• Click Options then Appended documents.
• Click Choose file then browse to where your document is stored and select it. You can only add documents with pdf .txt .doc .docx .xls or .xlsx extensions.
• Click Add to complete the upload.

• Click Options then Appended documents.
• Click Delete next to the document in the list.
• Follow the on-screen prompt.
• You cannot remove RICS documents.

• Click Options then Appended documents.
• Click the name of the document.
  

Documents can be uploaded in Adobe PDF (pdf), Microsoft Word (doc or docx) or plain text (txt) format.

Folders are a way to organise your forms by user, client, type, or however you wish. Each form you create must be placed in a folder, and each form can only be placed in one folder. You can move between folders in the Form manager by clicking on the named folders in the left-hand list. You can also choose to order this list by name or when they were last updated.

• From the Form manager click Create new folder.
• Enter a unique name for your new folder and click save.
• Alternatively a new folder can be created when creating a new form.

• Click on the folder in the left-hand list.
• Click the folder name at the top of the screen.
• Click Archive to move the folder to the archive. The folder will disappear from the list. The contents will remain available when you browse the archive, and the folder can be unarchived if you need those forms again in the future.
• Alternatively, click Delete to permanently remove the folder and all its contents. This action is non-reversable, and any forms in the folder will be permanently lost.

From the Form manager, drag and drop a folder from the main list to the new destination folder. The form can be 'picked up' by clicking on the draggable hotspot to the left of the checkbox.

You can then chose between making a duplicate copy of the form in the new folder, or moving it, removing the original copy in the process.

The form manager allows you to quickly publish, revert to draft or delete one or more forms. Used in conjunction with the search box, this allows you to quickly perform the same action on a specific set of forms.

• Tick the checkbox next to each form you wish to perform the action on. The checkbox next to the Actions drop-down menu allows you to quickly tick or untick all visible forms.
• Choose the action you wish to perform from the drop down Actions menu.

A form automatically becomes locked when you start working on it. A locked form indicates to other users that the form is being worked on. This is indicated by a locked padlock icon next to the form.

Unlocking a form indicates to other users that you are finished working on a form and that is availble for their use.

By clicking the padlock icon next to the form, you can switch a form between locked and unlocked modes.

Forms can have one of two statuses:

• draft; or
• published.

While you are working on a form, or have completed but not yet published it, it will be listed as a draft. Once a form has been published, it will be listed as published.

A form can be reverted from published back to draft by clicking the tick-box next to it and choosing Revert to draft from the drop-down Actions menu. However if you then re-published that form you will be charged for it again.

Use Previous page and Next page to move back and forth between form pages. Alternatively, click the Contents button and click on a section to go directly to that page.

The To do button to bring up a list of information you still have to provide. Then click on any list item to go directly to that part of the form.

Note that the To do list only shows compulsory fields. Fields left blank that are optional will not appear in the To do list.

The Document history allows you to see when the form has been worked on, and by whom. You can also revert back to the previous saved version by clicking Revert back to the last saved version.

The isurv WorkSmart system allows you to spellcheck in two different ways. You can spellcheck just the box you are working in or the whole form.

• To check the text box you are editing, click the Spellcheck button on the toolbar.
• To check the whole form click review then click Spellcheck document.

When a possible spelling error is found, you can choose to either change the word to one of the words suggested, change it manually to something else, ignore it, or add the word to the dictionary so it won't be flagged as a spelling error again.

Save your form by clicking on 'Save now'. A confirmation message will tell you that your form has been saved.

When you exit a form you will be asked if you wish to save first. Any changes you have made since the last time you saved will be lost if you do not choose to save on exit.

(Note: If you see a message saying that there is a problem saving, you should contact Customer Services: see 'How do I contact Customer Services' below).

Click on the current name of the form in the Form manager.

Enter a new name and click Save.

isurv WorkSmart has in-depth help to assist you in completing forms.

To access it, click Help next to the Phrasebook.

There are three levels of help.

Form - general guidance on the entire form.

Page - guidance specific to the page of the form you are on.

Field - help on each box you have to fill in. Once you have selected the field help option, click in any text entry box to see help for that field.

The text editor box allows you to format the text in your report.

For more information on the text editor please see the Text editor help page.

isurv WorkSmart introduces a workflow with system to simplify how you work:

Create your chosen form,
Edit the form,
Publish the form and then
Distribute the form.

The information you once entered on one page is now merged into the relevant task in the workflow.

If you should have any issues which you cannot resolve using the help guide please do not hesitate to contact customer support using the Contact Us function found as a link at the bottom of the site or on the login page.

As your account holds valuable and private data we require your permission to have a look at your account, using Contact Us gives our support team the permission to fully investigate your account and diagnose the issue.

The support team operates during normal working (UK) hours and will endeavour to respond to your request as soon as they are able. No support is offered outside these hours. No guarantee on response time is offered.

• Open the report
• Above the section name you will see the system report reference, hover over the text and you will see a blue pen appear, click the text and you can  change the internal reference. This will only be seen by users of your account.

To change the report reference included in the final report:

• Open the report
• Go to section B: About the inspection and change the Report Reference Number using the text box.

Not all software formats text in the same way, so pasting from one type of software to another way result in some formatting being lost or incorrect.

To import text as cleanly as possible, we suggest first pasting it in to a text editor, such as Notepad, before then copying it into isurv WorkSmart.

Image uploads on isurv WorkSmart vary based on the size and resolution of the image.

For quicker uploads we suggest using smaller images under 1mb in size. Your existing images can be re-sized using software such as Photoshop.

The latest versions of web browsers reject access to the internal clipboard found on your computer. This is for any sites which you have not marked as trusted by you. The function is designed to help protect you against unwanted access to your machine and theft of any personal information. 

Without access to your clipboard, isurv WorkSmart has limited ability to carry out toolbar functions through the buttons on the editor. To rectify this problem you must add www.isurvworksmart.com as a trusted site.

You can add isurv WorkSmart to your trusted sites on Windows Internet Explorer 9. Here's how:

1. Open Internet Explorer by clicking the Start button. In the search box, type Internet Explorer, and then, in the list of results, click Internet Explorer.
2. Click the Tools button and then click Internet options.
3. Click the Security tab, and then click the 'Trusted sites' icon:
4. Click the Sites button
5. In the text box headed 'Add this website to the zone:' enter www.isurvworksmart.com
6. Click the Add button, and then click the Close button.
7. Close your browser and reopen, visit the isurv WorkSmart website and continue working.

Note: If you are unable to make the changes listed above please contact your IT support team or system administrators.

Unfortunately there is a chance of formatting errors appearing in reports when they exceed 40 pages in length. To avoid this issue, we would advise customers to ensure their reports are no longer than 40 pages. Where attached images are the cause of the extra pages, we would suggest removing them and putting them into a separate appendix document to the report.