Deleting a File

Deleting a File

From time to time, the need to Delete a file may become necessary. Deleting a RealtiWeb file can be accomplished by following these steps to permanently remove the file:
  1. Search for the RealtiWeb file to be deleted.
  2. In the top-right corner of the screen, click on the three-dots icon. A drop-down menu will appear. 
  3. Click Delete File.
A message will appear to confirm the permanent deletion of the file. After confirming the deletion of the file, the screen will be redirected to the RealtiWeb file list.

Note: If the deletion of the file is for the purpose of requesting for a credit, please change the Closing/Possession Date to the current date before deleting the file, and follow the steps outlined here.

    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

        • 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 ...
        • Archiving and Unarchiving a File

          Once a file passes the Closing Date (or Possession Date in RealtiWeb MB and SK) you can archive the file. Note: Files are automatically archived 90 days after the Closing (or Possession) date. On the Main screen, hover the cursor over a file. ...
        • Create a File Template

          File templates are useful for setting up standard information in files that cannot be accommodated in Firm Settings. For example: A freelancer working with multiple law firms and lawyers that requires a different Account to Client and Trust Statement ...
        • 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 ...