Move Button Availability
Button is Available
- The Move button is available on Draft web forms within a package
- The Move button is available on E-signed web forms within a package
Button is Not Available
- The Move button is not available on Submitted web forms within a package
- The Move button is not available when a package is in Submitted status
Move Button Capability
- The Move button can move forms to a new or existing web filing package
- The Move Button can move forms to another account different from the sending | source account
- The Move button only works on Web Filing
On This Page
Move to a New Package
Use this process to move (a) web form(s) to a new package under the same user
Locate and navigate to your web filing package
- Select the web form(s) that you want to move
- The button options display
- Click Move
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- The Move Forms dialogue box display with A new package option pre-selected
- Enter a File Reference
- Click Create Package and Move Forms
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- A success message displays
- Click the File Reference to go to the package you moved the forms to
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Move to an Existing Package
Use this process to move (a) web form(s) to an existing package under the same user
Locate and navigate to your web filing package
- Select the web form(s) that you want to move
- The button options display
- Click Move
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- The Move Forms dialogue box display with A new package option pre-selected
- Select An existing package
- Web filing packages display with My Own filter defaulted
- Select the existing package
- Click Move Forms
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- A success message displays
- Click the File Reference to go to the package you moved the forms to
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Move to an Existing Package in the Organization
Use this process to move (a) web form(s) to another user's existing package
Locate and navigate to your web filing package
- Select the web form(s) that you want to move
- The button options display
- Click Move
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- The Move Forms dialogue box display with A new package option pre-selected
- Select An existing package
- Web filing packages display with My Own filter defaulted
- Select to filter My Organization
- Select the existing package or search the package by file reference
- Click Move Forms
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- A success message displays
- Click the File Reference to go to the package you moved the forms to
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Move to Another Account
Use this process to move (a) web form(s) to a user account outside of your organization
Sender
Locate and navigate to your web filing package
- Select the web form(s) that you want to move
- The button options display
- Click Move
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- The Move Forms dialogue box display with A new package option pre-selected
- Select Another account
- Enter the email address of the recipient account (outside of your organization)
- A proforma email message is included
- A customized message can be added (optional)
- Click Send Forms
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- A success message displays
- The Move Form icon displays on the form queued to move
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Access to edit the web form queued to move is lost, until the recipient accepts or declines it
The recipient has 7 days to accept or decline the move form request
A notification email will be sent to the recipient regarding the move form action
The move form to another account can be cancelled prior to the recipient's acceptance
- Select the form queued for the move
- Click Cancel transfer request
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An email notification will be sent to the recipient regarding the cancel move form action
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Recipient
- An email will be received from the sending party
- Click the link on the email
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A login web page opens. Login with your myLTSA user account
The Form Transfer Request page displays
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- On the Form Transfer Request page, click Accept
- The Move Selected Forms display and the package option defaults to A new package
- Enter a File Reference
- Click Create Package and Move Forms
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- A success message displays
- Click the File Reference to go to the package you moved the forms to
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- The new package displays with the accepted forms
- Continue on to edit the new web filing form. Refer here to view Land Title web filing form practice guides
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