Register or review an acquisition intake

Before you begin: gather the approved referral or source document and confirm you are using the correct environment.

1. Open Acquisition and search for the parcel or applicant to rule out a duplicate.
2. If the public intake portal created the file, open it and verify the file number, applicant, county, acreage, asking price, source, and map context.
3. To register an authorized document intake, select Add parcel.
4. Under Extract intake from document, choose a deed, title, or survey and select Extract draft.
5. Review and correct every extracted field before creating the file.
6. Open the resulting file, attach approved source evidence, and confirm the Screening stage.

Do not use Create sample intake in production. It exists for demonstration and training.

Done when: one correctly identified file exists, its facts match the source, and it is ready for screening.

See Acquisition lifecycle.