Create a SearchFlow Bundle
Updated May 26th, 2021
Who is this guide for?
Accounts Users, Accounts Supervisors, Case Workers and Case Management Supervisors
You can create bundles of searches to save time and make it easier to perform the same group of searches on a different matter in the future.
Using the Conveyancing Case Management App
Step 1
Step 2
You will see a list of all currently saved SearchFlow bundles which you are able to delete using the remove icon.
To add a new bundle, simply fill in the fields under the Add New Bundle heading.
Step 3
Enter the Bundle name and the Bundle ID – if this bundle is part of an arrangement with SearchFlow with discounted prices, you will need to request the bundle ID from Searchflow
Step 4
You can then select the Search Type, Residential, Commercial or both
Both is searches which apply to both commercial and residential, not a combination of the two lists
Please note you cannot mix searches from different areas when creating a bundle.
Step 5
Click the save button
Using a Browser
Step 1
Step 2
You will see a list of all currently saved SearchFlow bundles which you are able to delete using the remove icon.
Step 3
To add a new bundle, simply fill in the fields under the Add New Bundle heading.
Enter the Bundle name and the Bundle ID – if this bundle is part of an arrangement with SearchFlow with discounted prices, you will need to request the bundle ID from Searchflow
You can then select the Search Type, Residential, Commercial or both
Both is searches which apply to both commercial and residential, not a combination of the two lists
Step 4
Click the save button at the bottom.
Your bundle will now be available to select when submitting a New Search