Referral Slip

If your office forwards original documents (such as correspondence) to others for further action, you may want to attach a Referral Slip that provides details about the document as it is logged in CLIFF.

To print a referral slip

Referral slips are printed from a current selection of Logs or Referrals. If printing a selection of Referrals, CLIFF will print the corresponding Logs.

  1. From the Report menu, choose Referral Slip. Note that clicking on the Log Tool Bar will also display this print option. CLIFF displays the following window:


  2. Select the records to print.
    You can print the current selection, or Logs entered with today’s
    date in Date Received.
  3. Select a Report Format to use:
    • Brief - Prints the basic Log information, two to a page.
    • Detailed - Prints all the information in the Log including the notes and Referrals.
  4. Click Continue.
    CLIFF will build the report and display it in a window for you to preview. At the top of the print preview window you will have the following options available to you:


    • Print - will invoke your web browser's printer interface. The window and options displayed will depend on your default printer specification. From the printer window you should be able to select the Page Setup which will allow you to choose between Landscape or Portrait layouts. The browser will automatically format the data to suit the selected layout. The browser option for page header and footer may not be available from the displayed printer interface. You may defined these from the browser's Page Setup menu.
    • Close Window - close the Report window.

    NOTE: If you are printing the Referral Slip from the Log window, the Log information will be edited to ensure all the mandatory fields are completed.