Preparing Form 146
How do I edit an existing form?
Open the saved record in its own form list and check its status before editing.
Navigation: Open Forms 145/146 → Forms Dashboard → relevant form list → open the existing row
How to do it
- Choose the correct Form 146 or Form 145 Part list and organisation.
- Use Find record... and the list filters, then open the relevant row/Form ID.
- Edit a draft and click Save Draft; use Validate where the editor provides it.
- For a draft already on the portal, use its separate Update on Portal / Sync to Portal / Update Portal action when you intend to update the external draft.
What to expect
The local draft and portal draft have separate save operations; the portal button wording varies by editor.
Important details
- Submitted records are shown read-only; changing a directory entry is not an amendment to a filed form.
- Use Clone as Draft for a new transaction rather than changing a submitted certificate.