Ordering searches and certificates - NSW

Table of Contents

• Getting Started
• Order Searches and Certificates
• Fee Summary
• Frequently Asked Questions

Getting Started

Ordering Property enquiries and Certificates has been made easier by unifying all the individual solutions used in your Property Matters into a simple and intuitive interface.  Learn more about our new intuitive interface.

For best results, ensure that the matter has been allocated a Matter Number and the Property Details have been entered.

Order Searches and Certificates

1.    Select the triSearch tab from the Matter.

2.    Click the Order certificates milestone.

Sale Matter

Purchase Matter

3.    Enter property details and click Place order for a Sale matter or click Verify for a Purchase matter.

Tip:  If Property Details have been entered at matter creation, you will only need to review the details and click Next.  If Property Details have not been entered, enter the title reference and click Verify.  Once verified, click Next to proceed.

4.    Tick the check boxes of the required certificates and searches.  If you cannot locate the required searches, click All services from the top-right corner.

Tip:  Certificates are categorised by respective authorities.

5.    Select Place Order.

6.    Status of ordered searches can be found from the Orders and documents milestone.

7.    Returned searches can be found under TriSearch in the Matter.

Fee Summary

1.    Access a detailed Fee Summary by clicking the triSearch tab.

2.    Select Fee Summary from the left panel.

3.    A Fee Summary can also be exported by clicking Export fee summary.

Tip:  You can export as a CSV or PDF file or just print it.

Frequently Asked Questions