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How the online appeals service can help Agents. Click to continue. We’ve got facilities to make filling in our online forms easier…. Once you have submitted one appeal to us, and it has been ‘Started’, you can…. Click to continue. Reuse that information. … See how. - PowerPoint PPT Presentation
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How the online appeals service can help Agents
Click to continue
We’ve got facilities to make filling in our online forms easier…
Click to continue
Once you have submitted one appeal to us, and it has been ‘Started’, you can…
We’ve got facilities to make filling in our online forms easier…
Click to continue
Once you have submitted one appeal to us, and it has been ‘Started’, you can…
Reuse that information
… See how
We’ve got facilities to make filling in our online forms easier…
Click to continue
Once you have submitted one appeal to us, and it has been ‘Started’, you can…
Reuse that information
… See how
Save and reuse partially completed forms
… See how
We’ve got facilities to make filling in our online forms easier…
Send hard copy attachments following an online appeal
… See how
Click to continue
Once you have submitted one appeal to us, and it has been ‘Started’, you can…
Reuse that information
… See how
Save and reuse partially completed forms
… See how
Reusing information held on the appeals system
Click to continue
Open the appeal form.
Click to continue
Click on the ‘Yes’ option in the Agent box.
Click to continue
Click on the next ‘Yes’ box.
Click to continue
Enter your Surname and Postcode in the boxes.
Click to continue
Enter your Surname and Postcode in the boxes.
If you work for a company of agents, you should also scroll down and click on the ‘Yes’ option here.
Click to continue
Click on the grey button.
Click to continue
The system will search for your details.
Click to continue
and will display a list of matching records.
Click to select.
Click to continue
The details for the selected person will be used to complete the form.
Click to continue
If you work for a company of agents, click on the ‘Yes’ option here.
Click to continue
and here.
Click to continue
Enter the name of the company here.
Click to continue
Click on the grey button.
Click to continue
The system will search for the company details.
Click to continue
and will display a list of matching records.
Click to select.
Click to continue
The details for the selected company will be used to complete the form.
Click to continue
Saving and reusing partially completed forms
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Scroll down to the ‘Save’ section.
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Click on the grey button.
Click to continue
Click on ‘Yes’.
Click to continue
When this screen is displayed, the file will NOT have been saved.
You must click on ‘File’, then ‘Save as’ (for Internet Explorer
users) or the equivalent (for users of other
browsers).
Click to continue
Click to continue
The location will default, as will the file name.
You can change either or both.
Click to continue
Click on the ‘Save’ button.
Click to continue
You will be returned to this screen. (You can leave it open while you check that the file has been saved in the selected location.)
Then
you can either continue with the appeal by clicking the grey button,
or you can close the window until you are ready to carry on with the form.
Click to continue
Click to continue
Click to continue
To go back to the form, click on the grey button.
If you click on ‘Continue with Appeal’ you will be taken back to the form, and it will contain everything you entered before you saved the form.
Click to continue
When you fully complete the form and submit it, the Save file, with your details in it, will remain on your computer, and can be used again.
Click to continue
Click to continue
Send hard copy attachments following an online appeal
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Once you submit the appeal form, you will get an on-screen receipt showing the reference number, and providing a link for you to get a copy of your appeal form.
Click to continue
On the final page of that copy of the appeal form will be the appeal reference number, and a list of the documents that you have said will follow by post.
Click to continue
This page can be printed and used as both a check list to ensure you send us everything we need, and a cover sheet so we can marry up the documents with the right appeal.
Click to end
