Fill Case Data → Chain / Recitals / EM Docs → Export Case File and send to Advocate
Green fields = your variable inputs (same as green cells in LSR_DATA_ENTRY.xlsx). Everything downstream auto-fills but remains editable.
These replicate your Excel formulas (white cells). Auto-filled from Tab 1 — edit anything freely. Press Recompute after changing Tab 1 inputs (your manual edits will be overwritten).
Build the chain of title once — it feeds (a) the Documents Scrutinized table, (b) auto-drafted Recitals, and (c) the Documents to be deposited for EM list. Use structured rows for auto-drafting, or paste free text per row.
#
Date
Document
Executed / Issued by
In favour of / In name of
In respect of (property)
Reg no · Book · Vol · Pages · Reg date · SR office
Status
Status options: Original / Photocopy / Certified Copy / Photocopy & Certified Copy / True Copy. "In respect of" defaults to Property Details (M_1) if left blank.
Brief history of the property ("Whereas…" clauses). Auto-generate from the chain, paste your own, edit freely, or leave blank.
Opening recital (colony / developer / allotment history — optional)
Chain recitals
Closing recital ("Now, …")
List of documents required to be deposited for creation of Equitable Mortgage. Auto-pulled from chain (edit status per document), tick standard items, add custom lines, or leave blank.
From chain of title
✓
Document
Date
Deposit as
Standard items
Custom / pasted items (one per line)
Final step. Export the case file and send it to the Advocate (email / WhatsApp / office shared folder). Report generation is done only on the Advocate's system.