Tool Icons when Viewing the Master Document in Realti
Throughout Realti there are several icons that will appear in several areas. Document customization is an area where there are several different tools each with their own icons.
For tools appearing when editing a clause,
please refer to this article. The below tools are visible before editing clauses.
|
Tool Icon
|
Purpose of Icon
|
View the programming of each clause. Displays the Conditions and Looping on each Clause.  Note: If you update the Conditions and Looping of a clause, to see your changes close and then reopen this view to see the changes. | |
|
Enter a new clause.
Note: This icon appears if no clauses exist in the document. To add additional clauses, right-click an existing clause.
|
|
|
Opens the Clause Library. Search for an existing clause and add it into your document.
|
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
Standard Document Customization Tools in Realti
Realti has standard icons used for various actions. Below is the list of standard icons used in Realti that appear when customizing documents. Many of the items listed below, may seem familiar due to their use in other applications. For additional ...Organizing your Master Documents by Category
In Realti, there are three ways of managing and viewing your documents: By Category By Package By All Organizing Your Documents By Category You are able to control what documents go into which category by editing their attributes in the master ...Accessing Master Documents in Realti
You are able to customize or create your own documents, including adding your own custom fields. After logging into Realti, click on the Settings wheel located at the top right corner of the screen and select Masters under the Documents heading. This ...Editing Document Body - Tables for Formatting & Numbering
Tables are used in Realti for formatting and advanced numbering functionality. Tables allow the retention of formatting and next level numbering, while taking into consideration conditioned clauses that may or may not be applicable. Double click a ...Editing Document Body - Editing Clauses & Fields
The body of Realti documents are made up of different clauses (also known as paragraphs). These clauses can be controlled with conditions and clause loops. You can easily see each new clause as the clause colours alternate between white and light ...