Welcome to MBOnLine Contact Page

Transcription

1 Welcome to MBOnLine Contact Page Contact Details Help Desk: Fax: URL Address - Address:Bonnington Bond 2 Anderson Place Leith Edinburgh DX Edinburgh MBOnline Guide 0

2 MBOnline Guide 1

3 Welcome to the Login Screen Our website is located at We also have an information page located at It is recommended that this site is viewed at a screen resolution of 1024x768, if you require help adjusting your screen resolution please refer to the faq section at the end of this guide. To enter the site Please enter your User Name (example: Guest) Please enter your Password (example: Welcome) These are issued once your registration details are submitted and processed. It is possible to change your password by clicking the link on the left. If you are unsure of your username and password please contact our Help Desk on To access your account click LOGIN MBOnline Guide 2

4 New Case File - Part 1 of 5 Existing Files Screen MBOnLine works on a Case File principle, a file should be created per transaction and all searches relevant to this transaction should be ordered from this file. When you logon you will enter the EXISTING FILES screen. This page lists your current files and allows you to create new files. The set up is similar to a filing system with 2 tabs across the top of this screen. The first tab, Open Files shows your draft or in progress files. If this is your first time in your account you will have no existing files. The second tab, Closed Files, shows all files which have been closed off. If show legend is clicked an Actions Legend will automatically pop up on the existing files screen. This explains the icons which are located under the ACTION heading. If you need any help click on the help link at the top right of the page. MBOnline Guide 3

5 New Case File - Part 2 of 5 Create New File To submit a new search click the CREATE NEW FILE button at the top right hand of the page. MBOnline Guide 4

6 New Case File - Part 3 of 5 Assigning a File Reference You will then be presented with a pop up window named Subjects to Search. Mandatory fields are indicated in red. At this point you must choose a unique File Reference number for your search. The reference can be anything you wish but we recommend that it bears reference to the client and the accounting reference as this will appear on your invoice. MBOnline Guide 5

7 New Case File - Part 4 of 5 Subjects to Search Each case file requires an address. If the request is not relevant to a property transaction we recommend that the words not required are input into the Number/Name & Locality or Town fields (e.g. Number/Name Not Locality or Town Required ) For example this may be relevant for a Company Search which does not relate to a property transaction or a Personal Search that relates to a potential court action. You also have the option to input the property address details for a property transaction or the registered office details (when ordering a Company Formation). MBOnline Guide 6

8 New Case File - Part 5 of 5 Address Search You do not need to enter the complete address, simply a section of the address. The fields indicated in red are required fields. Try the property name/number, the Locality or Town, and the postcode, then click LOOKUP ADDRESS. A list of the closest matching properties will be displayed as shown above The search will show the top 100 matches. However, normally you will only find 1-5 results matching your property. If the required address is not returned, click CLOSE and try altering your initial search criteria. Choose the correct address from the list by clicking on it. Once you have entered your reference click CREATE NEW FILE. MBOnline Guide 7

9 Address - Part 1 of 2 New File Screen You are now in the Selected File screen, your address details will appear on the right hand side of the screen, you are now in the processes of creating a new file. The left hand side of the screen displays the File Information which can be changed at this stage (if required) by clicking on the EDIT button. Underneath Applicant Information details your company information and this is specific to your user name and password. If this is incorrect please call our Helpdesk. The right hand side of the screen displays the Subjects to Search section. If your address is incomplete or you need to add an address click the EDIT button. A pop up screen will appear. MBOnline Guide 8

10 Address - Part 2 of 2 Address Completion The address details will be added/completed within the popup screen. To save the details click the Save Changes button. - Your file will be updated MBOnline Guide 9

11 Select Search - Part 1 of 2 Selecting your Searches You are now ready to begin selecting the services you wish to submit. To proceed to the list of available services click the ADD SEARCH button. MBOnline Guide 10

12 Select Search - Part 2 of 2 Choose Search Type This screen lists all the service available on MBO. You are able to attach any of these products or services by clicking directly on the link, this will take you straight to the completion form for the service selected. We will demonstrate the process of how to do this with a Legal Report Service Request. MBOnline Guide 11

13 Legal Report Service Enquiry - Part 1 of 10 Selected File Legal Report type A Legal Report can either be over land that is registered or unregistered. Choose as required. Additional fields will appear relevant to your choice. MBOnline Guide 12

14 Legal Report Service Enquiry - Part 2 of 10 Selected File Legal Report completion The address clients name and reference fields are already populated with the information previously entered. All required fields are indicated in red. Enter the Purchase order Number if required. To enter the title number click on the Title number field and for this demonstration we will enter the title number MID1234 MBOnline Guide 13

15 Legal Report Service Enquiry - Part 3 of 10 Selected File - Legal Report completion title number Title number MID1234 In the section below the Title Number please identify the property by choosing one of the options relating to the subjects. This can be carried out by checking the relevant radio button. Now we are ready to add the full names and addresses of the people to be searched in the Register of Inhibitions Adjudications and Insolvencies. To add the Personal Search details click on the ADD button relating to a persons name or a company name (if required) For this demonstration we will enter both an individual and a company. MBOnline Guide 14

16 Legal Report Service Enquiry - Part 4 of 10 Selected File - Legal Report completion Adding Personals A pop up screen will be displayed relating to the names to be searched against a Person. Enter the first name to be searched in the top line Any other variations of the name /or former names must be added in the otherwise section The address(es) relating to this person should then be added in the section below (including a POST CODE) All names will be searched for 5 years to date of certificate unless otherwise specified - additional periods for searching can be added in the free format text box below. To add this search to the file click on the CONTINUED button MBOnline Guide 15

17 Legal Report Service Enquiry - Part 5 of 10 Selected File - Legal Report completion Person name Cont The summary section will be populated with the persons name and address details. The information can be changed or deleted at this stage (if required) by clicking on the EDIT button OR DELETE BUTTON To continue adding names re-click on the ADD BUTTON For the purpose of this demonstration we will click on the ADD Button for COMPANIES MBOnline Guide 16

18 Legal Report Service Enquiry - Part 6 of 10 Selected File - Legal Report completion Adding personals Company A pop up screen will be displayed relating to any companies that have to be searched in the Register of Inhibitions and Adjudications. Enter the company name in the top line At the present time searches in the Register of Insolvencies do not include searches against Limited Companies. An insolvency search against a Limited company can be obtained through ordering a Company report only. Any change of names to the company must be added in the otherwise section click for next slide The registered office or trading address relating to this company should then be added in the section below (including a POST CODE) In line with the persons names companies will be searched for 5 years to date of certificate unless otherwise specified. Additional periods for searching can be added in the free format text box below. To add this search to the file click on the CONTINUED button MBOnline Guide 17

19 Legal Report Service Enquiry - Part 7 of 10 Selected File - Legal Report completion Company Cont The summary section will be populated now with the persons name and address details and the company name and address details. The information can be changed or deleted at this stage (if required) by clicking on the EDIT button OR DELETE BUTTON MBOnline Guide 18

20 Legal Report Service Enquiry - Part 8 of 10 Selected File - Legal Report completion Misc Registers The Misc Register Search section allows for the addition of other report requests that are associated with the report. It is possible to select an Agricultural Tenants Interest (ATI) search, a Community Bodies Interest (CBI) search or a combination of the two. Just select the relevant button. MBOnline Guide 19

21 Legal Report Service Enquiry - Part 9 of 10 Selected File - Legal Report completion Date Required We are just about finished adding our service request details for a Legal Report, all we have to do is provide the date the Legal Report is required on and supply any additional or alternative method of delivery that you may require. The default delivery is of course electronic. Enter the date required manually in dd/mm/yyyy format or alternatively click on calendar to select date.a pop up box appears with a calendar, using the arrows at the top of the calendar you can scroll through the months and the years. By clicking on the date you require - the date required field is populated MBOnline Guide 20

22 Legal Report Service Enquiry - Part 10 of 10 Selected File -Legal Report completion Alternative Delivery Method Check the additional delivery method you require by ticking the appropriate check box. If you require the fax sent to an alternative number, not the number detailed under your Applicant details enter the number in the Alternate No. field. Any additional instruction can be provided in the Other Instructions field directly under the delivery method. When you have finished click the CONTINUE button to attach this search to the file MBOnline Guide 21

23 Searches requested - Part 1 of 1 Selected File Page Searches Requested The Legal Report service request is listed as a DRAFT search under the STATUS. You will also notice icons listed underneath the ACTION header. This allows you to CHANGE, EDIT, DELETE, CREATE A PDF or SUBMIT your requests. This facility will be shown in more detail over the next few pages The facility also allows you to select multiple services relating to the one property transaction. MBOnline Guide 22

24 Create a PDF - Part 1 of 2 Create a PDF Users can create a PDF version of the request for printing, ing or storing. To create a PDF select the Adobe icon (listed under Actions ). MBOnline Guide 23

25 Create a PDF - Part 1 of 2 Create a PDF The PDF can be PRINTED, ED or SAVED. The status of the request at the time of creating the PDF will be shown, in this case DRAFT. MBOnline Guide 24

26 Add a Plan - Part 1 of 3 Selected File You can also add a plan to a report type. Simply click Attach Plan MBOnline Guide 25

27 Add a Plan - Part 2 of 3 This screen lists the different methods for sending a plan. You can send the plan by post or fax and provide a notification of this by clicking the tick box. There is also a box for entering a Further Property Description The final option is to attach a plan. A plan can be in a number of formats: GIF, JPEG, Word Document or a PDF file. Simply tick the check box and Browse for the relevant file. Additional attachments can be submitted by . Select Save when satisfied. MBOnline Guide 26

28 Add a Plan - Part 3 of 3 Selected File At this stage it is possible to view the plan attached or to remove it. MBOnline Guide 27

29 Searches Requested Selected File Page Searches Requested cont The selected services are now ready for submission When you are ready to submit them click on the SUBMIT DRAFT SEARCHES button. This will submit ALL the Searches Requested marked as Draft. MBOnline Guide 28

30 Single Submit - Part 1 of 1 Single Submit To submit a single search item from the draft searches list, select the S icon. This option will submit the selected request to Millar & Bryce while leaving the others in DRAFT status. MBOnline Guide 29

31 Submit Services - Part 1 of 2 To submit all draft searches listed select SUBMIT DRAFT SEARCHES. You will be asked to confirm the submission of these searches. Click on OK. The Search(es) will then be sent to us. Or you can press cancel if you require to edit your file. MBOnline Guide 30

32 Submit Services - Part 2 of 2 Upon submission of your searches you will view a confirmation screen verifying that Millar & Bryce Limited has received your service request. Click CONTINUE to return back to your file information page MBOnline Guide 31

33 Capturing File Information - Part 1 of 1 You can click on the print page icon to view a printer friendly version of this page. This can then be printed for your records. MBOnline Guide 32

34 Viewing Electronic Response - Part 1 of 3 There are 2 response alternatives available to users; 1. A notification will be sent to your address to inform you that a response is available. When you are ready logon to your account and download the reply 2. A PDF of the completed service request can be attached to the response Should you wish to change the way you receive completed service requests please contact our help desk. On the web site this will be shown as COMPLETED in the status area. Electronic responses vary in time: MBOnline Guide 33

35 Viewing Electronic Response - Part 2 of 3 If a search response is available it will be shown as Completed in the Status area. The request number is your file reference number for this search, this number will need to be quoted when calling our helpdesk To view your electronic response times simply click the icon under Actions. MBOnline Guide 34

36 Viewing Electronic Response - Part 3 of 3 Your search response is created by Millar & Bryce as a PDF file. This requires Adobe Acrobat Reader to view a free download can be obtained from our site (follow the link below the file name) To View Left click on Click Here to View PDF version and a new page will open displaying the results. Hint: if the page is blank click the refresh button on the blank page. To Save Right click on the name and a list will appear. Click on Save Target As and you can save the document to your computer or network. MBOnline Guide 35

37 Log Out - Part 1 of 2 If you have finished submitting all your searches for the day, log out of your account by clicking on LOGOUT at the top right hand side of the page. Please note that if you do not use your account for 2 hours you will automatically be logged out. This is done for security reasons. MBOnline Guide 36

38 FAQ s Q: Do I need any additional software to connect to MBOnline? A: Not usually, all you need is a PC (or Laptop) with a basic Internet connection and either Internet Explorer 4.0 or Netscape Navigator 4.0 (or later) and Adobe Reader. However, for ease of use and for greater numbers of users a faster Internet access is advisable (ISDN, ADSL, broadband). To download the search results Adobe Reader is required. Adobe Reader is free, universal software that lets you open, view, search and print Adobe Portable Document Format (PDF) files. Visit the Adobe Reader download page or Abode Reader at Abode.com. Q: How much does MBOnLine cost me? A: Registration with MBOnline is completely free; you only pay for the search requests you submit. For details on fees for individual services please call Q: What other services are available? A: Millar & Bryce is a major supplier of legal services. Amongst these services are Plans Reports, Deed Plans, Land Register Copy Printouts, Property Enquiry Certificates etc. To find out about any additional products or Services we can supply call our sales team on or alternatively us on [email protected]. And the most popular question Q: How much faster is an electronic request and how quickly will I receive my reply? A: Electronic distribution allows an expedient method of delivery between our customers and us. We endeavor to provide a 24 hour turnaround for our Property and Company and Personal Search reports. MBOnline Guide 37