Generate Use Forms

Generate and print use forms for specific parcels.

Note: You can flag a parcel form or notice to be printed from the Parcel > Assessments tab > Process Documents and Notices panel.

Prerequisites

Print Use Forms permission is required to run the Use Forms process.

Generate use forms

  1. From the left-side navigation, select Processes.

  2. Under the Documents and Notices section, select Use Forms.

  3. Populate the required fields.

  • Tax Year: Enter the tax year.

  • Form: Select Legal Residence Application, Ag Use Application, or Legal Res/Ag Use Application.

  • Only Include Pending Print Requests: Defaults to checked to only include forms with a Pending Print Status in the Parcel > Assessments tab > Process Documents and Notices panel.

  • Date of Notice: Enter or select the notice date.

  • Filters (optional)

    • Parcel Type: Select a parcel type, either Mobile Home or Real.

    • Workgroup: Select a workgroup.

    • Parcel Status: Select the status(s) of the parcels associated with the workgroup.

      Note: This field only includes statuses assigned to the Workgroup’s Parcel Type that was selected in the Workgroup parameter.
    • Class Code: Select class codes. To view all available class codes, select Select. Select the appropriate checkbox(es), then select Add Class Code.

    • District/Area: Select districts/areas. To view all available districts/areas, select Select. Select the appropriate checkbox(es), then select Add District/Area.

    • Map Number: Select map numbers. To search for parcels, select Select. Enter a search term and select Search Parcels. Select the appropriate checkbox(es), then select Add to Report.

    • Include Exempt: Select the checkbox to include exempt parcels.

    • Zero Assessments: Select to Include, Exclude, or Only include zero assessments.

  • Ranges (optional)

    • Map Number From/To: Enter a range of map numbers to include.

    • Sale Date From/To: Enter a range of sale dates to include.

    • Acre Count From/To: Enter an acre count range to include.

  • Formatting (optional)

    • Sort By: The default sort order of details is by Map Number. To change the sort order, select the fields in the order you want them to appear on the report.

  1. Select Generate Forms.

  2. On the confirmation message, select Ok.

  3. On the Use Forms Log panel, select Refresh.

The completed process displays in the Use Forms Log grid.

You can now download a PDF of the use forms, flag them as printed, or delete them.

Download use forms

After generating use forms, you can download the PDF file for saving.

Important: You can only download forms not flagged for printing.
  1. From the left-side navigation, select Processes.

  2. Under the Documents and Notices section, select Use Forms.

  3. Locate the process in the Use Forms Log panel.

  4. Select Download.

The PDF downloads to your computer.

Print mailing labels

After generating use forms, you can download and print mailing labels.

  1. From the left-side navigation, select Processes.

  2. Under the Documents and Notices section, select Use Forms.

  3. Locate the process in the Use Forms Log panel.

  4. Select Mailing Labels.

  5. Populate the fields.

  • Label Format: Select the label format, either Avery 5961 (default) or Avery 5160.

  • Start Column and Start Row: Enter or select the column and row to start printing the labels. Defaults to 1.

  • Print Identifier(s): Select to print the primary parcel identifier (i.e., Map Number) on the first line of the mailing labels. If not selected, the Name prints on the first line.

  • Sort By: Select one or more fields to sort by. The default order is by Map Number.

  1. Select View Labels to download a PDF for printing, or select Export Labels to export the labels as an .xlsx file.

Flag use forms as printed

After generating use forms you can mark them as Printed.

Important: Once use forms are flagged as Printed, you can no longer download the PDF.
  1. From the left-side navigation, select Processes.

  2. Under the Documents and Notices section, select Use Forms.

  3. Locate the process in the Use Forms Log panel.

  4. Select Flag Printed.

The form is marked as Printed in the Use Forms Log grid and on the Parcel > Assessments tab > Process Documents and Notices panel.

Delete generated use forms

  1. From the left-side navigation, select Processes.

  2. Under the Documents and Notices section, select Use Forms.

  3. Locate the process in the Use Forms Log panel.

  4. Select the Delete icon.

The use form process is marked as Deleted in the Use Forms Log grid and the Status of the print request reverts to Pending Print on the Parcel > Assessments tab > Process Documents and Notices panel.

View process parameters

View the Process Parameters selected for a process.

  1. From the left-side navigation, select Processes.

  2. Under the Documents and Notices section, select Use Forms.

  3. Locate the process in the Use Forms Log panel.

  4. Select the expander icon (+) next to the process.

The Process Parameters display.