Accessing RealtiWeb Databases (NS)
In RealtiWeb, the majority of the databases are accessible with the ellipsis button beside the specific field. You may add, edit, or delete specific database entries on the account level, resulting in changes that impact other users at your firm. Alternatively, you can change data for that specific RealtiWeb file and not update your firm’s database.
Field for Database | Location |
Firm Contact | Basic → Basic Information |
Fire Insurance | Basic → Basic Information |
City/Town | Basic → Property and Legal Description |
Condo Corp. Name | Basic → Property and Legal Description |
Condominium Contact | Basic → Property and Legal Description |
Other Side's Lawyer | Basic → Contract Details |
Real Estate Broker | Basic → Contract Details |
Mortgage Lender | Mortgages |
Favourite Clauses | Issues, Documents |
Note: The fields Condo Corp. Name and Condominium Contact appear if the subject property is a Condominium.The majority of the databases across RealtiWeb have an ellipsis button, as well as edit and clear buttons. You can save your frequently used contacts and clauses to your firm’s account.
For example, the Fire Insurance database is accessible through clicking the ellipsis button. Simply click on a name to use that insurance agent. Alternatively, you may select the blue Edit or Copy link to start editing the entry.
If the insurance agent you want is not in the database, you may add them using the blue Add link in the heading of the list of Insurance Agents. Clicking the blue Add link allows you to enter the new insurance agent details.
After entering the insurance agent details, click the OK button to add the agent to the file.
Note: If you want to use the insurance agent in other files (current or future), click Update List to add the agent to your firm’s list.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
Related Articles
Accessing RealtiWeb Databases (ON)
In RealtiWeb, the majority of the databases are accessible with the selection icon 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. ...Accessing RealtiWeb Databases (BC)
Databases In RealtiWeb, most databases are accessible through the ellipsis button beside the specific field. You may add, edit, and delete specific database entries on the account level, with the resulting changes affecting other users at your firm. ...Accessing RealtiWeb Databases (AB)
In RealtiWeb, the majority of the databases are accessible with the selection icon 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. ...Accessing RealtiWeb Databases (MB)
This article covers all the important information regarding the various databases in RealtiWeb Manitoba. Lender Database Your firm has its own unique Database of Banks and Lenders. You can access this database by clicking the plus icon next to ...Accessing Firm Settings (NS)
As an administrator you will need to configure your Firm Settings within RealtiWeb. After logging into www.lawyerdonedeal.com/lddlogin.asp, select the province you want to work in. Go to Tools → Firm Settings. Complete the information as it pertains ...