Step 2: Click Transforms tab

Select the Transforms tab.

Step 3: Create a New Packet

Click the Create in a New Packet radio button.



The Select or Create Packet screen will display.



The Select or Create Packet section is effectively the same as a packet cover page, in the forms based method and it contains much of the same information.

A packet in OLS acts like a container for your applications. The packet or container must be built before you can add applications to it.

The information the user signed in with to the website automatically transfers to this screen. This information includes such things as the name of the person who signed in along with their client and account number.

Step 4: Complete Packet information

Enter information into the Client Ref. No. field and/or the Packet Description field that. These fields should contain information that makes this packet easily identifiable to the user.

Step 5: Save Your Packet

Click the Save or Continue button. A packet number will be generated upon selection of either of these buttons.