As an administrator, you will need to configure your Firm Settings within RealtiWeb. 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 a message explaining who in the firm to contact. These settings are to save you time, especially when drafting documents.
Contact & Firm Address: This establishes the Firm Name and Title, and the Address of the firm. There is a place for the Firm Owner.
Document Options: This 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 Defaults: The fields will automatically come into your Statement of Account. You can always overwrite anything you setup on a file-by-file basis (in case there are any exceptions).
Estimated and Final Adjustments Defaults: The options in this area assist in setting up the Adjustments to Client.
Trust Account Information: Entering this information is optional. If you enter the information, then the system will remember your account details and fill it in for you.
Financial Defaults: This section allows you to add / edit default Adjustments text entries.
3rd Party Account Information: Certain credential information can be saved (when available). User-specific login credentials can be saved in User Settings in the Tools menu.
Basic information pertaining to your firm. Make any changes needed and save.
The document options provide you the flexibility to set a default for how your documents will be created and where to save them. These options apply across your entire firm account. In particular, you can specify the following:
Document Control Defaults → Specify the city and province where your document is being signed - for example, Dated at the City of Winnipeg in the Province of Manitoba. This setting can be adjusted in your document controls within a file.
Document Justification → You can specify the default alignment or justification for your documents. These can be changed for individual documents and document templates later.
Desktop Saving Settings → You can specify a file path to automatically save documents to a central location on your local or shared drive. This section is optional.
Reline Wording → You can change the default text that appears in your file’s reline. For example, instead of using p/f in the Reline, you may prefer Purchase From.
Use this section for setting defaults for the Statement of Account. The top section sets if you're allowing RealtiWeb’s Accounting Integration feature with PCLaw or CosmoLex.
The following sections set defaults for Purchase, Sale, and Mortgage file settings. You’re able to set everything from the standard fee charged for each file type to 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).
The last two sections allow you to determine what items to include in your billing to the client and if you want to export to PCLaw or CosmoLex. You are also able to enter the G/L # for each line item for your PCLaw export.
To include the item in the Account to Client check off the checkbox under the Incl column.
Options pertaining to the Adjustments to Client can be completed in this area.
Trust Account information, as it will populate into documents and letters, can be completed in this section. There is an option to add more than one Trust Account.
If your firm has additional Trust accounts, you can add them by checking off the Allow Alternative Trust Accounts checkbox.
In the Financial defaults section, you can overwrite the standard text used to name items on the Statement of Adjustment, Account, Estimated Adjustment, and Trust Statement. For example, if you want to customize the text to describe the Sale Price on a new home on the Statement of Adjustments, you would use the drop-down, select Price - New Home, Exclude Extras, and type in your desired overwrite text in the text box that appears below the drop-down field (i.e ‘Consideration’ or ‘Contract Price’).