These screens allow you to fill in a form based on the chosen template.

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.

Click 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 review button allows you to download a PDF preview of the form you are working on and to spellcheck the entire report in one go.

To get a preview PDF

• Click Review and then click Download PDF preview.
• It may take up to 60 seconds for the PDF to be created.
• The document will be watermarked with the word Draft on each page.

To spellcheck the entire form

• Click Review then Spellcheck document.
• See Spellchecker for further information.

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 history will update each time the page has been refreshed or form re-loaded.)

The isurv WorkSmart system automatically saves your form as you work, regular saves are completed in the background without you having to do anything.

However, you can also save manually by clicking Save now.

isurv WorkSmart has in-depth help to assist you in completing forms. Where available, official RICS guidance will be included with the help text.

To access the help, click Help next to the Phrasebook.

There are three levels of help.

Form - general guidance on completing the entire form.

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

Text editor

isurv WorkSmart offers a text editor for larger fields to allow you to control exactly how your text is displayed. See Text editor for more information.

Phrases

isurv WorkSmart features a Phrasebook to save you time and effort in repeating commonly used phrases.

You can switch between the RICS phrasebook and your own company phrasebook using the tabs on the right-hand side of the screen.

See Phrases for more information on using the phrasebook.

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.

The custom dictionary is unique for each user.

Once you are ready to publish your form click Publish at the top-right corner of the page.

After a few moments you will be shown any items on the to-do list that are still incomplete. You should review the items to ensure you have completed the form to your satisfaction.

To continue editing, click Do not publish.

To continue click Publish now to go to the publishing page. From here you can review the cost of publishing, your current balance and choose to either publish or cancel.

You may require an RICS copyright license to publish your form, and will require credits or a subscription to pay for your form. For more information on these see Credits and licenses.

To publish your form click Publish now. This will then generate the PDF, which may take a few minutes, and you will be notified when it is complete. From here you can choose to return back to the form manager or distribute/download the PDF immediately.

Downloading or distributing your form

Clicking Download or distribute now allows you to save a local copy of your form, or send it directly to the recipients with any required files attached.

To download the form, simply click the form name under the Click to download heading.

To distribute the form directly:

• Select any additional documents you wish to distribute with the form by using the checkboxes in the right-hand list.
• Enter the details of recipents, use the 'add another recipient' option to add additional people.
• Click Distibute forms.

You can change the format of the e-mail received by using the Report distribution email option.