Accessing Firm Settings (BC)
As
an administrator, you need to configure your Firm Settings within RealtiWeb. After logging into www.ldd.ca/login, select your province.
Go to Tools → Firm Settings. Complete the information as it pertains
to the law firm. You will need to log out and log back in for these settings
to take effect.
If you
are logged in as an administrator, you will be able to edit the Firm Settings, otherwise there
will be red text explaining who in the firm to contact. These
settings save time, especially when drafting documents.
- Contact & Firm Address: Establishes the Firm Name and Title, and the Address of the firm.
- Document Options: Sets the
defaults for documents. Any documents that
are created within a RealtiWeb file
will follow the same standard format.
This also controls where documents are saved.
- Statement of Account/Adjustments Defaults: These fields will automatically generate in your Statement of Account. This information can be overwritten on a per file basis.
- BC Financial Defaults: Allows you to add/edit default
Adjustments text entries.
- 3rd
Party Account Information: Certain
credentials can be saved (when available). User specific login
credentials can be saved in User Settings in the Tools menu.
Contact & Firm Address
Basic
information pertaining to your firm. Make any changes as needed and save.
Document Options
The document
options provide you with the flexibility to set a default for how your documents will be
merged in RealtiWeb and where to save them.
These options apply
across your entire
firm account.
The
section Land Titles Form
- BOX 1: Application allows for the customization of the Application section in LTSA EFS forms.
Statement of Account/Adjustments Defaults
Use this section for setting defaults
for the Account to Client, and Vendor Adjustments and Purchaser Adjustment statements. The first section is for enabling the accounting application your practice uses, see the Accounting Integration articles in the LDD Knowledge Base for further information on setting this up.
The following sections
set defaults for Purchase, Sale, and Mortgage
file settings, e.g., standard fee
charged for each
file type or regular disbursements. If you have
a regular charge or disbursement that
changes frequently, add it in the appropriate place without an amount. You can amend the wording that
appears on your Account to Client and add standard
items to the report (based on file type).
After setting the file settings for Purchase, Sale and Mortgage files, the last two sections are for indicating what items to include in your Account to Client versus the Adjustments. If an accounting integration was activated earlier, there will be indicators and places to enter how the line items should be handled in the accounting application. To include the item in the Account to Client, mark the checkbox under the Incl column. Moreover, if your firm includes Registration Fees, Title Insurance Fees, or Property Transfer Tax in the Trust Statement, uncheck the Incl. checkboxes.
For those who want to double-check the Vendor Adjustments in Sale files when your office is acting for the Vendor-only, there is a checkbox available.
Note: If the Sale file has been linked to a Purchase file (for example, acting for both sides), the Vendor's Adjustments are only available in the Purchase file.
Trust Account Information
Trust Statement information, as populated in documents and letters,
can be added in this section. If details are included in: Account Name (PTT) and Account Owner (PTT), the information will be sent to LTSA when using the integration provided in RealtiWeb BC.
The Account Name (PTT) is for the alias of your trust account, and the Account Owner (PTT) is provided to your firm by the Property Transfer Tax (PTT) Administration Department.
BC Financial Defaults
Allows for the customization of Adjustments text. Click the ellipsis
button to show existing
text, and then double-click in that box to add your edits.
Field codes are also available.
myLTSA Account
Information
To save time, you may enter you myLTSA credentials. Anything set
here will be the 3rd party account information default in User Settings (accessible under the Tools menu).
Still can't find what you're looking for?
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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