Accessing Realti Databases (AB)
In Realti, the majority of the databases are accessible with the list button beside the specific field. You may add, edit, and delete specific database entries on the account level, resulting in your changes impacting other users at your firm. Alternatively, you can change data for that specific file and not update your firm’s database.
| Responsible Lawyer | Details → Basic |
Firm Contact | Details → Basic |
Fire Insurance | Details → Additional Parties |
Transferee/Transferor Legal Representation | Details → Basic |
Condo Management | Details → Property |
| City/Town | Details → Property |
Condo Corp. Name | Details → Property |
Real Estate Broker | Details → Contract |
Mortgage Lender | Mortgage |
Favourite Clauses | Issues, Documents |
Note: The fields Condominium Name and Condo Management appear only if the subject property is a Condominium.The majority of the databases across Realti have a selection icon and edit and clear buttons. You are able to save your frequently used contacts and clauses to your firm’s account. This saves you time later when you are opening or updating a file.
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Related Categories
Billing, Accounting Integrations, Admin Functions & Reports
File Creation, Document Creation, and other general topics
Province-specific information for AB clients
Province-specific information for BC clients
Province-specific information for MB clients
Province-specific information for ON clients
Province-specific information for NS clients
Province-specific information for SK clients
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