Accessing the Calendar

Accessing the Calendar

Near the bottom of the main page, you will see the Calendar. It shows the closing, requisition and contract dates of your deals. You can open any of the exhibited deals by clicking them. The Calendar feature is accessible from within a file, by clicking the Calendar (in the upper right corner).

Calendar Views

By default, the Calendar will show you the weekly schedule of your deals. You are able to switch between daily, weekly and monthly views by clicking on the Daily, Monthly, and Weekly buttons. The current view is identified with a red circle, in this example the weekly view is selected.

You can switch the date range (within the view) by clicking the arrows beside the date range. This will let you see the previous or following day, week, or month (depending on the selected view).

The + icon next to the print icon initiates adding appointments to the Calendar. The + icon will open a new window for you to select the appointment type, details of the appointment, date and time, whether or not the appointment is private, and the file to which to link the appointment.
Note: Checking the appointment as Private will limit who has access to editing and seeing the appointment.

Calendar Settings

You can add reminders to your calendar to remind you of important events that are going to take place on any of your files. The system sets up the following standard dates for you automatically (all default system preferences can be modified):

  • Closing Date
  • Tickler for Closing Date
  • Requisition Date
  • Tickler for Undertaking Complied With
  • Tickler for Mortgage Discharge Complied With

You have the option to add the following dates, or any other dates you wish to set up:
  • Title Search Ordered
  • Title Search Completed
  • Municipal Searches Completed
  • Fire Insurance Information Confirmation Completed
  • Report to Client Completed
  • Report to Lender Completed
  • Appointment with Client to Sign Documents for Closing
  • Mortgage Advance Requested
  • Mortgage Advance Required
Note: Any changes made will only display on newly created files, or existing files AFTER entering the file and saving, this updates the calendar with the new settings for that particular file.
Using the Calendar Preferences feature, you can set up your Calendar to select which dates you would like to view and when you would like to view them. From the main page, select Tools → Calendar Preferences. Use Calendar Preferences to set how you want to see the files listed, and which items you want to see displayed on the Calendar.

Use the radio buttons underneath Show files on Calendar by to switch between showing files by client name or file #. For selecting which items you want to see, click the checkbox beside the particular item (under Description). For each item, you are able to select when to display on the Calendar. Under Display there is a text field for the number of days (ie. 2 or 4), and a dropdown menu to select if the alert should appear before or after. The Date dropdown (shown below) allows you to select which date you want to count from/to. For example, in the above image the Closing Date Tickler will show in the Calendar, 3 days before the Closing Date, while the Closing Date will appear on the Closing Date.
Note: If you leave the number of days blank, the system will interpret it as zero.
If you want to show the event on everyone’s calendar, leave the Display On Clerk Calendar unchecked and Display on Another Person’s Calendar blank.

Alternatively, checking the Display on Clerk Calendar will show the event on the Firm Contact calendar (as shown below with the Closing Date Tickler). In addition, selecting a person from the user list (open using database button) will show the event on the selected person’s calendar. After selecting a user from the list, their name will appear.

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      Billing, Accounting Integrations, Admin Functions & Reports

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      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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