Document Preparation and Creation inside RealtiWeb
To access Documents, login to RealtiWeb, select a file and click on Documents in the left-hand navigation bar. This section of your file contains all documents and letters that can be created in that file type within RealtiWeb. Every document is coded with its own fields that it will bring in from the RealtiWeb file. For example, the Transferee and Transferor names are brought into the RE line on many of the documents.
Document Control Items
Before you print (or send) a document for signing, you may wish to change the date, signing location, remote signing options and/or delivery notation on the document. The chevron beside the Document Control Items heading shows these document settings.
These settings are completed based on your firm settings and can be modified for the specific file. The Document Date defaults to the current date however it can be changed to reflect the desired date that the document was generated (a.k.a. created or produced). The "Use Electronic Signature?" checkbox will e-sign your documents as the lawyer on file using LDD’s e-signing technology.
Document Organization
There are three ways to view the available documents listed: All, Category and
Package. You can change how you wish to see your documents by clicking on the different options under Document Generation on the left hand navigation panel.
The option of All is to display all of the documents available for the file type in alphabetical order. The Category view is set up by LDD as a way to organize the documents.
The Package view can be used to customize your own packages of documents. Packages are intended to allow you to create multiple documents together into a single document. Simply right-click a package name to see the potential options. RealtiWeb does come with a few pre-set packages that you can utilize or add on to. Check out
this article for more information on creating document packages in RealtiWeb.
Searching for a Specific Document
Enter a document title or keyword(s) into the filter box. This will filter the available document titles and display all documents with the keyword(s) in the title.
Note: If you're having trouble finding a document, try changing your view to Category or All. If the view is set to Package it is only searching through documents that have been added to packages.
Document Colour Legend
The colours of the document labels relate to the document type. The following Document Colour Legend is always available on the top of the Documents list.
Note: Any document listed in
italics are PDF files and are maintained by LawyerDoneDeal.
Custom Packages
This feature is designed to allow you to generate several documents simultaneously. Hold the Ctrl key (on your keyboard) and click the document name to add the documents to the list. The document names selected will appear in the Custom Package box located to the right on the document list. This is a floating box that will scroll with you on the page. At this point the name of the package you are creating can be named.
If you want to remove a document, simply click on the 'x' icon to the right of the document name in the list again.
There are three buttons on the Custom Package box:
- Generate: generates the chosen documents.
- Clear: deselects the chosen documents.
- Menu (
): contains the options of Email and Unlock & Generate*.
*Unlock & Generate is used only in specific scenarios where the document has been regenerated multiple times in quick succession and Microsoft Word Online has locked access to the document. This option can be used to ignore the current document and create a new version. This should only be used where you cannot wait to generate the document (i.e. client is in the office and waiting to sign, etc.)
Documents will then be created in another window using Microsoft Word.
Creating Documents
After finding the document you want to draft, click the title to generate the document. This will generate the document and provide you with the ability to open the document in three different ways. You can click on the pop up bubble that appears at the bottom right of the screen, you can access the document from the Activity Centre on the right navigation pane or from MyDrive. More information can be found regarding MyDrive in this article.
Once generated, you can edit the document from the Microsoft Word tab that opens in your browser.
On the
Documents screen, the file will have a blue document icon at the end of the name to indicate if it has been previously generated. You can view the Document History by clicking on the Menu icon 
at the end of the document listing. This will provide you with the information of which user(s) have generated the document previously, as well as the date and time it was generated.
For additional information on produced documents, please refer to this article as it explains how to check the bookmarks that are embedded into packaged documents.
Saving and Printing Documents
RealtiWeb uses Microsoft Word Online to generate documents. These documents are automatically saved to MyDrive by default. This option can be changed in Document Options located under Settings.
Microsoft Word allows you to print, download or PDF the documents directly from the File dropdown menu within Microsoft Word.
If your firm uses OpenOffice, please refer to this article for how to open Microsoft Word documents in OpenOffice.
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
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 ...Accessing the Email Feature in RealtiWeb
Need to email a client? You don’t have to leave RealtiWeb to do so by using the Email feature within a file. To activate the email feature perform the following steps: Open a RealtiWeb file and click on the Email icon in the Taskbar in the top right ...Saving Documents as a PDF
Documents opening in Microsoft Word Online are able to be saved in PDF format. Note: Documents generated in RealtiWeb to open directly in Microsoft Word Online is not available in Internet Explorer.Printing in Microsoft Word Online
To print in Microsoft Word Online follow these steps inside a generated document: Click File > Print > Print. A print preview of the document will appear. If necessary, select the Printer, number of copies, and other options. Click Print. This will ...Accessing Master Documents in RealtiWeb
You are able to customize or create your own documents, including adding your own custom fields. After logging into RealtiWeb, click on the Settings wheel located at the top right corner of the screen and select Masters under the Documents heading. ...