Create a File Template

Create a File Template

File templates are useful for setting up standard information in files that cannot be accommodated in Firm Settings. For example:
  1. A freelancer working with multiple law firms and lawyers that requires a different Account to Client and Trust Statement set up.
  2. The law firm sets pricing for real estate transactions depending on the transaction characteristics. Such as a higher price for Purchase files that include a mortgage and the firm wants their fee to be listed in one line (rather than adding a fee for handling the mortgage separately).
  3. Acting on behalf of a client that completes many transactions (small builder) and requires fixed pricing or adjustments.
To create a file template you will first need to save a file as a template. This can be an existing file or a newly created file for a specific template purpose.
It's strongly recommended to create a new file for each file template. This ensures information is intended to be shared across multiple files, and the firm is able to implement a naming system for identifying the original file used to create the template. Modifying the file used to create the file template, may result in changes to the saved template. In addition, if the original file used to create the template is deleted, then the associated template will also be deleted from your LDD account.

How to Create a File Template
Open a file that you would like to save as a template.
  1. In the top-right corner of the screen, in the File details ribbon, click on the ellipsis icon then select Save File As Template from the dropdown menu. A Create Template popup will appear.
  2. Create New Template will be selected by default, which will save the template as a new template.
  3. Enter a name for the template in the New Template Name field.
  4. Check off the items that you do not want saved as part of the template. All other information in the template file will be saved as part of the template.
  5. Click Save to save the template.
Note: Title insurance, Registration details and the File Number will always be removed.

Update an Existing File Template

If you want to modify an existing file template, you're able to by following the steps below.
  1. In the top-right corner of the screen, in the File details ribbon, click on the ellipsis icon then select Save File As Template from the dropdown menu. A Create Template popup will appear.
  2. Select Overwrite Existing Template.
  3. Click the selection icon to see the list of previously saved templates to overwrite.
  4. Select the template to modify.
  5. Check off the items that you do not want saved as part of the template. All other information in the template file will be saved as part of the template.
  6. Click Save to save the template.
It's recommended to edit the original file the template was created from and then follow the steps above to update the file template.

Create New File From Template

Once one or more templates have been saved in your firm's account, you'll be able to use them to create new files.
  1. Click + File on the main file list screen, then select New File From Template.
  2. The screen will load a list of all the available templates. Click the one you'd like to use to create your file.
  3. Click the Create button to proceed to the file opening screen. Create the file as you normally would.
Note: Any information in the template will already be populated into the applicable fields.



    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

        • How to Create a File

          To create a file, login to RealtiWeb. At the top of the File List click + File. Under the File Creation list there are 3 options: New File New File From Template PCLaw Import File Creation Screen Clicking on New File in the File Creation list will ...

        • Getting Started With WillPowerWeb

          WillPowerWeb is designed for use in all common law provinces across Canada. When users log in, the application identifies the appropriate province based on the lawyer’s profile. In WillPowerWeb, powers of attorney for property are referred to ...

        • File History in RealtiWeb

          In RealtiWeb, it is possible to see who else has worked in the file and when it was created. After the RealtiWeb file has been created, navigate to the right hand side of the screen. There you will find a side bar of functions. Select History. The ...

        • Duplicate a File

          To duplicate a file, perform the following steps: Using the search function at the top of the file list, find the file you wish to copy. Hover over your file to see the ellipsis on the right side of the screen. Click the ellipsis and select ...

        • RealtiWeb Basics (ON)

          The video is an introduction to RealtiWeb for real estate conveyancing in Ontario. This video demonstrates how to: Set up your LDD account Complete your files from start to finish Handle Mortgages Prepare Documents for your file