Document Preparation and Creation inside RealtiWeb
To access Documents, login to RealtiWeb, select a file and click on the Documents screen. This contains all documents and letters that can be created in a file. Every document has its own fields it brings in from the RealtiWeb file, for example the Transferee and Transferor names are brought into the RE line on many of the documents. All non-PDF documents can be amended and
saved within a file.
Document Control Items
Before you print (or send) a document for signing, you may want to change the date, signing location, and/or delivery notation on the document. The chevron beside the Document Control Items heading shows the 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 date 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 LawyerDoneDeal’s e-signing technology.
Document Organization
There are three ways to view the available documents listed:
Category,
Alphabetically, and
Package. Switch how to view the documents by clicking the radio buttons.
The main difference between category and package is you're able to set up your own packages, and packages are intended to create multiple documents together into a single document. Simply right-click a package name to see the potential options. Check out
this article for more information on creating document packages in RealtiWeb.
Meanwhile, categories are set up by LDD as a way to organize the documents.
Searching for a Specific Document
Enter a document title 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 Alphabetically. If the view is set to Package it is only searching through documents that have been added to packages.
Document Merging Tool
As you produce documents, you can keep track of those that are RealtiWeb defaults, custom documents, and those that were created. The Document Merging Tool helps to remind you of the colour legend and manage your document generation.
Document Colour Legend
The colours of the document names relate to the document type. The following Document Colour Legend is always available on the right-side of the Docs screen. Simply click the black chevron beside the text to expand/collapse the legend.
Note: Any document listed in
italics are PDF files and are maintained by LawyerDoneDeal.
Multiple Document Merging
This feature is designed to allow you to generate several documents simultaneously. Hold the Ctrl key (on your keyboard) and click the documents in the list. The document names selected will appear in the Document Merging Tool under the Multiple Document Generation heading.
If you want to remove a document, hold the Ctrl key and click the document in the list again.
The four buttons are:
- Post: initiates posting the selected documents to the other side’s lawyer.
- Generate: generates the chosen documents.
- Clear: deselects the chosen documents.
- More: opens a list of options available; especially useful if you want a group of documents to be emailed or saved as an MS Word or PDF file.
Creating Documents
After finding the document you want to draft, click the title to generate the document in a new window. On the
Documents screen, the file will have a green checkmark at the end of the name. Click the green checkmark to view the document history. As well, the
Generation History will list all the documents generated in the file.
You can edit the document from the opened window, similar to how you edit an MS Word document. If you right-click a clause, you will see additional editing options.
If you want to change the text of a clause, double-click the clause. This will open with a border around the section the clause is in. You can start typing your changes. Once finished, click outside of the bordered section.
Note: If you do not click outside of the box before saving or printing, the box lines will be frozen in your file. To remove the box lines, you will have to restore the document back to its default and lose all your changes.
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
The following options are at the top of the opened document: Save, Save As, Print, Print Preview, Share, PDF, and MS Word.
The Save option will freeze your document in the RealtiWeb file. This will prevent the specific document from updating as more information is added to the RealtiWeb file. The Save As option will allow you to save a different version of the document using a name you decide. All saved documents
will have a document icon at the end of the title in RealtiWeb.
Share allows you to email the document as a PDF attachment or post to LDD WebDocumentRetrieval (private inbox) for other side lawyers. Check out
this article for more information on the Share option.
The options PDF and MS Word allow you to open and/or save a version of the document in the respective program. Check out
this article for more information on the MS Word and PDF options.
If your firm uses OpenOffice, please refer to this article for how to open Microsoft Word documents in OpenOffice.
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Billing, Accounting Integrations, Admin Functions & Reports
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