To create a document, click the + icon in the Documents panel header.

Select the Form you want to create, enter a name (optional), and click Create.

Each document card shows the document name, the date it was created, and the form type.

From the document card, you can:

	Rename document.
	Duplicate the document.
	Archive the document.

Duplicating a document creates a copy including all data entered in it, rather than a new blank form of the same type.

Archived documents move to a collapsed Archived section at the foot of the Documents panel and can be restored at any time using the icon.

Party and matter information populates automatically as soon as the document is created.

Navigating the form: The part letters run down the right-hand edge of the screen and double as the scrollbar. Click a letter to jump directly to that part, and the part currently in view stays highlighted.

Zoom and page controls are available in the toolbar at the foot of the form.

Form control panel. The floating panel holds Settings for the form and Ask AI. Click a heading to expand or collapse it. Drag a heading to move its pane separately or dock it back with the others.

Optional sections: Five section toggles in the Settings panel control which parts appear in the form:

• Part F parenting
• Parts H and I financial
• Part K legal advice for the applicant
• Part M legal advice for the respondent
• Part O legal advice for a third party

Turning a part off removes its questions and pages from the form. Turning it back on restores the part and any answers previously entered in it.

Part G is struck through automatically where a date of marriage is recorded in Relationship Details on the matter.

Adding and removing rows: When required, extra rows can easily be added using the blue +Add controls in the margin beside each item.

Rows you have added can be removed using the remove icon beside them. The rows the court form includes by default cannot be removed.

Entering figures: Totals are updated automatically as figures are entered.

You can enter NK where a figure is not known, or prefix an estimate with E, for example E450. Entries without a figure are counted as zero in the totals.

Insert NIL values: Available in the Settings panel. Fills every blank amount field in the form with NIL.

Validate percentages: Available in the Settings panel. Checks that the property division adds up by comparing total net worth at item 59 against item 77, and total superannuation at item 63 against item 78.

Where the figures do not agree, the Division of property panel reports a mismatch and gives the discrepancy as a figure.

Importing data: Assets and liabilities can be imported from Balance Sheet +, see Import features section below.

Party and matter information populates automatically as soon as the document is created.

Navigating the form: The part letters run down the right-hand edge of the screen and double as the scrollbar. Click a letter to jump directly to that part, and the part currently in view stays highlighted.

Zoom and page controls are available in the toolbar at the foot of the form.

Form control panel. The floating panel holds Settings for the form and Ask AI. Click a heading to expand or collapse it. Drag a heading to move its pane separately or dock it back with the others.

Optional section: The section toggle in the Settings panel controls Part N, for spousal maintenance and child support. 

Adding and removing rows: Where the form allows for it, extra rows can be added in place using the blue +Add controls in the margin beside each item.

Rows you have added can be removed using the remove icon beside them. The rows the court form includes by default cannot be removed.

Entering figures: Totals are updated automatically as figures are entered.

Enter NK where a figure is not known, or prefix an estimate with E, for example E450. Entries without a figure are counted as zero in the totals.

LEAP Time Period Calculator: When entering weekly figures, amounts given for another period can be converted automatically by typing a suffix after the figure:

For example, entering 5200/Y will convert to $100 a week.

Insert NIL values: Available in the Settings panel. Fills every blank amount field in the form with NIL.

Notes: Click an item number to add a note against that item.

A box will be highlighted under Part O automatically referencing the relevant Part and Item number for you to enter the note into.

Importing data: Assets and liabilities can be imported from Balance Sheet +, and categorised expenditure from Ruffle. See Import features section below.

The Balance Sheet can be built directly in Court Forms + or imported from Balance Sheet + (See Import features section below).

Form control panel. The floating panel holds Settings for the form and Ask AI. Click a heading to expand or collapse it. Drag a heading to move its pane separately or dock it back with the others.

Adding and removing rows: Rows are added as the pool requires using the +Add row control.

Rows you have added can be removed using the remove icon beside them.

Entering figures: Totals are updated automatically as figures are entered.

Enter NK where a figure is not known, or prefix an estimate with E, for example E450. Entries without a figure are counted as zero in the totals.

Notes: Click a row number to add a note against it.

A row will be added to a table in the Notes section of the form for you to enter the note into.

Totals: A summary of the totals appears at the foot of the balance sheet.

Where a matter has data in Balance Sheet +, assets and liabilities can be imported directly into any of the three forms.

The Settings panel lists the current balance sheet and any locked property adjustment scenario on the matter, by the name it was given in Balance Sheet +.

In the Application for Consent Orders, a toggle is available to select whether to bring in the applicant's or the respondent's figures from the balance sheet.

Where the import will overwrite data already in the form, a dialog appears so you can confirm which fields will be imported. See Confirming an import below.

Where a matter has bank statement data processed in Ruffle, categorised expenditure can be imported directly into Part N of the Financial Statement.

Where the import will overwrite data already in the form, a dialog appears so you can confirm which fields will be imported. See Confirming an import below.

Where an import will overwrite data already in the form, an Overwrite data dialog appears so you can review and confirm what will be imported before it applies.

Hover over any row to preview its current and proposed values, and the part of the form they sit in.

Untick any row to leave it out of the import.

Click Continue to apply the import, or Cancel to leave the form untouched.

To share a form click the icon in the top right of the screen and select which document to share.

Enter the recipient's email address and select Can view or Can edit.

You can click Edit to change the email message that accompanies the link. A default message is provided, and your name is signed off automatically.

Where you have granted edit access, choose which sections the recipient can change. All sections are editable by default, so untick any you want to protect.

Column locking is available on the Application for Consent Orders, allowing the other side to complete their own figures without access to your client's.

Click Confirm & share.

Managing access: The recipient is added to the Shared with list with the access they were given. Permissions are set separately for each recipient, so one recipient can have view access while another has edit access. Access can be revoked at any time from the Shared with list.

• The recipient receives an email from Court Forms + containing your message and a View button.

• The first time an email address is used, a second email is sent to verify it. The verification link is valid for 30 minutes and must be opened on the same device the recipient intends to use for the form.

• The form opens in their browser headed with your firm's name. They do not have access to the Settings panel, Ask AI or any sharing controls.

• A message appears if they attempt to edit a locked section.

• Submit changes remains greyed out until they have changed something. They can submit as many times as they need to.

• They are told the outcome once you have reviewed their changes. Where changes are rejected, the form on their screen returns to the current version.

• They can download their own copy of the form as a PDF or Word file.

When a recipient submits changes, a notification appears in Court Forms + and the share icon carries a red dot until the changes have been reviewed.

To review submitted changes: