Accessing Master Documents in RealtiWeb
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
Related Articles
Organizing your Master Documents by Category
In RealtiWeb, there are three ways of managing and viewing your documents: By Category By Package Alphabetically Organizing Your Documents By Category You are able to control what documents go into which category by editing their attributes in the ...
Duplicating, Restoring, and Renaming Master Documents
To duplicate, restore or rename a master document, navigate to Tools > Documents in RealtiWeb. Select the master document you would like to restore, rename or duplicate from the list that subsequently appears. Duplicating Documents The preferred ...
Modifying Master Document Pre-Body and Post-Body Sections
You can edit the pre-body and post-body appearance and content of the documents that you generate in a RealtiWeb by modifying its Master document. To modify a master document, navigate to Tools > Documents in the top navigation pane in RealtiWeb. ...
Document Preparation and Creation inside RealtiWeb
To access Documents, login to RealtiWeb, select a file and click on the Documents screen. This contains all documents and letters that can be created in a file. Every document has its own fields it brings in from the RealtiWeb file, for example the ...
Sharing Documents By Email
After you have selected a document to open (on the Docs screen), the document will merge. This means that the relevant information in your RealtiWeb file has been put into the document. Across the top of the merged document, you will see Save, Save ...