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1. Run a match

Carry out the first match

From the match list:

  • Click Print

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2. Select collate 

From the Options section:

  • Tick Collate

  • Click Proceed

    A prompt will be displayed, click OK


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3. Continue matching & collating

  • Repeat steps 1 - 2 for all subsequent matches

4. Collate matches

From the main menu:

  • Click name/office (top left)

  • Click Tools and select Print Collated Matches

  • Ensure Collated Match Reports is selected and click Accept

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5. Email collated matches

To send the collated matches via email:

  • Select E-mail and click Proceed

  • Preview the first message, then follow the prompts on screen to send all messages

Info

Print Options are also available in this screen, allowing letters containing the collated matches to be produced for each matched applicant

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6. Clear collated matches

After sending collated emails, a prompt is displayed to clear the collated matches

  • If you want to use the collated match list again, click No

  • If you are finished with the collated match list, click Yes

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Info

Matches are logged in the relevant property and applicant journals, as usual

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